Pcg Advisor

2 months ago

Chennai, India SSR Solutions Full time

JOB DESCRIPTION SUMMARY

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. - 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: S. No. Specification Details

**Salary**: ₹8,086.00 - ₹2,500,000.00 per month

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Chennai, Tamil Nadu: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- HNI Client: 5 years (preferred)

**Speak with the employer**
+91 7030643087

  • Pcg Advisor

    2 months ago

    Chennai, India Aspire Technologies Full time

    Hiring For PCG Advisor_WF0 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...

  • Team Leader

    2 weeks ago

    chennai, India Riverforest Connections Private Limited Full time

    Advisor – PCG - HNI This is an B2C Channel  He/she should have a book size of their own  Target – Trading , Client Acquisition and revenue generation. Candidate should have knowledge and experience on PMS, Mutual Fund, AIF & Insurance product.   Job Purpose Responsible for ensuring timely delivery of relevant equity advise to the PCG ...

  • Motilal Oswal

    1 week ago

    Chennai, India Motilal Oswal Financial Services Limited Full time

    PCG equity AdvisorKey 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 &...

  • Pcg Advisor

    1 month ago

    Chennai, India Unacademy Full time

    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...

  • Client Relationship Manager

    2 months ago

    Chennai, India Cholamandalam Securities Limited Full time

    Designation:Client Relationship Manager-PCG AdvisoryVertical:Private Client GroupLocation:Chennai/ Bangalore/ Kolkata/ Pune/ Delhi/ HyderabadAs a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets.Responsibilities:Advising...

  • [13/05/2024] Client Relationship Manager

    1 month ago

    Chennai, India Cholamandalam Securities Limited Full time

    Designation: Client Relationship Manager-PCG AdvisoryVertical: Private Client GroupLocation: Chennai/ Bangalore/ Kolkata/ Pune/ Delhi/ HyderabadAs a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets.Responsibilities:- Advising...

  • Client Relationship Manager

    2 months ago

    Chennai, India Cholamandalam Securities Limited Full time

    Designation: Client Relationship Manager-PCG Advisory Vertical: Private Client Group Location: Chennai/ Bangalore/ Kolkata/ Pune/ Delhi/ Hyderabad As a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets. Responsibilities: ...

  • Client Relationship Manager

    2 months ago

    Chennai, India Cholamandalam Securities Limited Full time

    Designation: Client Relationship Manager-PCG AdvisoryVertical: Private Client GroupLocation: Chennai/ Bangalore/ Kolkata/ Pune/ Delhi/ HyderabadAs a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets.Responsibilities:Advising...

  • Client Relationship Manager

    2 months ago

    Chennai, India Cholamandalam Securities Limited Full time

    Designation: Client Relationship Manager-PCG AdvisoryVertical: Private Client GroupLocation: Chennai/ Bangalore/ Kolkata/ Pune/ Delhi/ HyderabadAs a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets.Responsibilities:Advising...

  • Client Relationship Manager

    1 week ago

    Chennai, India Cholamandalam Securities Limited Full time

    Designation: Client Relationship Manager-PCG AdvisoryVertical: Private Client GroupLocation: Chennai/ Bangalore/ Kolkata/ Pune/ Delhi/ HyderabadAs a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets.Responsibilities:Advising...

  • Client Relationship Manager

    1 week ago

    Chennai, India Cholamandalam Securities Limited Full time

    Designation: Client Relationship Manager-PCG Advisory Vertical: Private Client Group Location: Chennai/ Bangalore/ Kolkata/ Pune/ Delhi/ Hyderabad As a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets. Responsibilities: ...

  • Client Relationship Manager

    1 week ago

    Chennai, India Cholamandalam Securities Limited Full time

    Designation: Client Relationship Manager-PCG AdvisoryVertical: Private Client GroupLocation: Chennai/ Bangalore/ Kolkata/ Pune/ Delhi/ HyderabadAs a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets.Responsibilities:Advising...