Pcg Advisor and Relationship Manager

We are hiring! Position: Sales Trader (PCG) with a leading broking firm. Location: Delhi & Gurgaon Budget - 7L - upto 15LPA KRA: Key responsibilities and accountabilities 1. To ensure active management of clients & achieve the target active AUM 2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment...

**Position Name**: Group Leader** **Experience Required**: - 5+ years in Financial Markets - 2+ years in a leadership role **Roles and Responsibilities**: - Full P&L responsibility for the team, ensuring that financial year targets are met. - Drive new business initiatives as directed by the organization. - Deliver quality results within deadlines,...

Job Purpose: To meet and understand customer needs and execute trades seamlessly. Disseminate the research calls to customers and sell/ advise for Broking, structured products as well as third party products eg -Mutual Funds, Loans, Health insurance, Life Insurance etc. Key Result Areas: To follow the Deal Desk Process Branch Compliance Key Result Areas...

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Handling Queries & complains of client's & solving it within TAT. - Profiling clients by conducting in depth review of client's...

Key Responsibilities: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's...

Job OverviewWe are seeking a highly experienced Relationship Manager and Advisor to join our team. This role will be responsible for managing relationships with High Net Worth Individuals (HNI) and Ultra HNI clients, acquiring new business opportunities and enhancing existing advisory relationships to drive revenue growth.Key ResponsibilitiesManage a team of...

**Job description** **Counselor cum Advisor **required in one of the leading career counselling company named as "**NEET ADVISOR PRIVATE LIMITED**" **Job Functions**: - Career Counselling, Public speaking **AGE CRITERIA**: - **21- 30 YEARS** **FRESHERS ARE WELCOMED** **JOB REQUIREMENT**: - Proficiency In Microsoft Office Suite. - Maintaining Clients...

JD for Financial Advisor Position: Financial Advisor Location: Delhi Role Specific Responsibilities: Main Responsibilities - Set up client files and add client data to the financial planning software. - Prepare forms, documents, and templates. - Type up client questionnaires & portfolio reports. - Download and collate documents and other research. -...

**B2B Sales Advisor** **Do you thrive in a fast-paced environment where you can leverage your expertise to consult and advise businesses? Are you passionate about building strong relationships and exceeding sales targets? If so, then this B2B Sales Advisor role is perfect for you!** We are seeking a driven and experienced B2B Sales Advisor to join our...

Key ResponsibilitiesMaintain a database of potential clients and their key advisors.Approach and onboard Treasury, HNW clients, Corporate Treasuries, RIAs and their advisors.Maintain and grow any existing relationships and build Assets Under Management (AUMs).Understand the macro environment and provide domestic & global macro perspective to partners and...