Pcg Equity Advisor
5 months ago
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
1. Minimum Qualification Graduation & Above
2. Preferred Qualification Post graduate
Pay: ₹1,000,000.00 - ₹1,500,000.00 per year
**Benefits**:
- Health insurance
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
**Experience**:
- total work: 1 year (preferred)
Work Location: In person
-
Pcg - Equity Advisory
4 weeks ago
Hyderabad, Telangana, India Chanak Resources Solution Private Limited Full time**Job Specifications** **Role Designation**: Advisor **Department**: PCG **Reporting to**: Group Advisory **Leader-PCG Location**: Hyderabad **Job Purpose** Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking, Investment products -PMS/MF/Fixed Income and...
-
PCG Equity Advisor
2 weeks ago
Hyderabad, Telangana, India Vitasta Consulting Pvt Ltd Full timeKey Responsibilities:We are seeking a highly skilled PCG Equity Advisor to join our team at Vitasta Consulting Pvt Ltd. As a key member of our team, you will be responsible for advising SuperHNI clients on Equity Derivatives and currency & commodity Markets.Key responsibilities include:Individually handling clients with a book size of 25 lacs &...
-
Pcg Advisor
4 months ago
Hyderabad, Telangana, India Serving Skill 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,...
-
PCG Equity Advisor
1 week ago
Hyderabad, Telangana, India Vitasta Consulting Pvt Ltd Full timeKey Responsibilities:As a PCG Equity Advisor at Vitasta Consulting Pvt Ltd, you will be responsible for advising high net worth individuals on equity derivatives and currency markets. Your key responsibilities will include individually handling clients with a book size of 25 lacs and above, creating revenue and activating clients through effective advisory,...
-
PCG Equity Advisor
6 days ago
Hyderabad, Telangana, India Vitasta Consulting Pvt Ltd Full timeKey Responsibilities:We are seeking a highly skilled Equity Derivatives Advisor to join our team at Vitasta Consulting Pvt Ltd. As a PCG Equity Advisor, you will be responsible for advising high net worth clients on equity derivatives, currency, and commodity markets.Key responsibilities include:Individually handling clients with a book size of 25 lacs and...
-
Motilal Oswal
2 months ago
Hyderabad, India Nexthire Full timeCompany : Motilal Oswal Financial Services LimitedJob Description: PCG Equity AdvisorLocation: HyderabadPositions Available: 10Experience Required: 5+ yearsCertifications Required: NISM 8 / Currency Key Responsibilities: Advising Super HNI clients on Equity, Derivatives, Currency, and Commodity Markets.Managing individual clients with...
-
PCG Commodities Specialist
2 weeks ago
Hyderabad, Telangana, India Vitasta Consulting Pvt Ltd Full timeJob Title: PCG Commodity AdvisorJob Summary:Vitasta Consulting Pvt Ltd is seeking a skilled PCG Commodity Advisor to join our team. As a key member of our commodities division, you will be responsible for advising clients on commodities and currency products, generating brokerage, and handling important clients.Key Responsibilities:Advising clients on...
-
Hyderabad, Telangana, India Nexthire Full timeCompany : Motilal Oswal Financial Services LimitedJob Title: PCG Equity AdvisorLocation: HyderabadPositions Available: 10Experience Required: 5+ yearsCertifications Required: NISM 8 / CurrencyKey Responsibilities:Advising high net worth clients on Equity, Derivatives, Currency, and Commodity Markets.Managing individual clients with a portfolio size of 25...
-
PCG Equity Advisor
1 month ago
Hyderabad, India Vitasta Consulting Pvt Ltd Full timeKeyResponsibilities: Advising SuperHNI clients on Equity Derivatives currency & commodityMarkets. Individually handling clients with thebook size of 25 lacs & above. Creation ofrevenue & Activation of clients through effectiveAdvisory. Cross selling of other products likeMutual fund PMS Insurance. Handling Queries& complains of clients & solving it...
-
PCG Equity Advisor
3 weeks ago
hyderabad, India Vitasta Consulting Pvt Ltd Full timeKey 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...
-
PCG Equity Advisor
1 month ago
Hyderabad, India Vitasta Consulting Pvt Ltd Full timeKey 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...
-
PCG Equity Advisor
1 week ago
hyderabad, India Vitasta Consulting Pvt Ltd Full timeKey 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...
-
Equity Advisor
5 months ago
Hyderabad, Telangana, India Serving Skill Full timeAdvising 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...
-
Pcg Advisor equity commodity
1 month ago
Punjagutta, Hyderabad, Telangana, India SkillMentor Connect Full timeAdvising 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...
-
Pcg - Equity Advisor
5 months ago
Hyderabad, Telangana, India Serving Skill Full time**Job Types**: Full-time, Permanent **Salary**: ₹100,000.00 - ₹1,500,000.00 per year Schedule: - Fixed shift - Monday to Friday **Experience**: - total work: 5 years (preferred) - Private equity: 2 years (preferred) Work Location: In person
-
Hyderabad, Telangana, India Nexthire Full timeCompany : Motilal Oswal Financial Services LimitedJob Description: PCG Equity AdvisorLocation: HyderabadPositions Available: 10Experience Required: 5+ yearsCertifications Required: NISM 8 / Currency Key Responsibilities:Advising high net worth clients on Equity, Derivatives, Currency, and Commodity Markets.Managing individual clients with a portfolio size of...
-
Pcg Advisor- Commodities
1 month ago
Hyderabad, Telangana, India Chanak Resources Solution Private Limited Full time**Job Description for Advisor - Commodities** **ROLES & RESPONSIBILITIES: -** - Advising Clients for Commodities and Currency products. - Punching orders on behalf of clients after their consent. - Generating Brokerage. - Passing on research calls and engaging clients to trade. - Activating clients for Commodities. - Handling important clients and servicing...
-
Commodity Trading Advisor
2 weeks ago
Hyderabad, Telangana, India Vitasta Consulting Pvt Ltd Full timeJob Title: PCG Commodity AdvisorJob Summary:Vitasta Consulting Pvt Ltd is seeking a skilled PCG Commodity Advisor to join our team. As a key member of our commodities division, you will be responsible for advising clients on commodities and currency products, generating brokerage, and handling important clients.Key Responsibilities:Advising clients on...
-
Team Manager
4 days ago
Hyderabad, Telangana, India DSP Eminence Consulting Services Full timeRole SummaryThe ideal candidate will oversee the team's financial performance, ensuring timely delivery of customized equity advice to PCG customers. This involves passing on customer feedback to senior advisors and maintaining compliance with defined timelines. The candidate will also be responsible for mentoring and guiding team members to achieve their...
-
Motilal Oswal
2 months ago
Hyderabad, India Nexthire Full timeCompany: Motilal Oswal Financial Services Job Title: PCG Commodity Advisor Location: Hyderabad Experience: 5+ years in Commodity and Currency Advisory Key Responsibilities: Client Advisory & Trade Execution:Provide expert advice to clients on Commodity and Currency products, ensuring they...