PCG Advisor

2 weeks ago

Ahmedabad, India KG Engineering & Consultancy Full time

JOB DESCRIPTION SUMMARYJob Title: PCG AdvisorExperience: Minimum 4 yearsLocation: Ahmedabad, Hyderabad, Bangalore, Mumbai, SuratKey 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 & solving it within TAT. • Acquiring new clients & retaining the old clients by periodic meetings. • Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.Educational specifications:1. Minimum Qualification Details Graduation & Above2. Preferred Qualification Post graduate3.Certification : NISM VIII

  • PCG Advisor

    2 weeks ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    JOB DESCRIPTION SUMMARY Job Title: PCG Advisor Experience: Minimum 4 years Location: Ahmedabad, Hyderabad, Bangalore, Mumbai, Surat 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...

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    Ahmedabad, India Kapil Consultancy,Ahmedabad Full time

    **Job Title: PCG Advisor** **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. -...

  • PCG Advisor

    3 weeks ago

    Ahmedabad, India KG Engineering & Consultancy Full time

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  • Pcg Advisor

    2 weeks ago

    Ahmedabad, India Whatjobs IN C2 Full time

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  • PCG Advisor

    3 weeks ago

    Ahmedabad, India KG Engineering & Consultancy Full time

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  • PCG Advisor

    2 weeks ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    JOB DESCRIPTIONSUMMARYJob Title: PCG AdvisorExperience: Minimum 4 yearsLocation: Ahmedabad, Hyderabad, Bangalore, Mumbai, SuratKey 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...

  • PCG Advisor

    3 weeks ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    JOB DESCRIPTIONSUMMARYJob Title: PCG AdvisorExperience: Minimum 4 yearsLocation: Ahmedabad, Hyderabad, Bangalore, Mumbai, SuratKey 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...

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    Ahmedabad, Surat, Bengaluru, India Quick Turtle Full time

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    2 weeks ago

    Ahmedabad, India Ishatva Management Solutions Full time

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    7 days ago

    Ahmedabad, Gujarat, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket size of Rs25Lac and above2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs...