Pcg Equity Advisor

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,...

Ø Advisor - PCG - HNI - This is an B2C Channel - Looking for Advisor - Current salary has to be above 11 lacs and this is Individual Role - He/she should have a book size of their own - Target - Trading, Client Acquisition and revenue generation. - HNI Sales - This is an B2C Channel - Looking for Wealth RM’S - Individual Role with minimum CTC of 10 LPA -...

Greetings From "APEX SERVICES" **Designation** - Equity & Derivatives Dealer/PCG Dealer **Min Experience** -1 YRS & above **CTC - 7 LPA..** **Other perks -** Incentives + Career Progression Plan + PF + ESIC + Mediclaim (Employee + Family) + Paid Leaves + Annual Increment + Performance LinkedIn Bonus. Graduate / Post Graduate (Finance) with NISM VIII...

Equity Advisor Job Description: Position Overview: Seeking a skilled Equity Advisor to provide expert guidance on equity investments and portfolio management. Analyze market trends, evaluate opportunities, and develop personalized strategies. Advise clients, construct portfolios, and monitor performance. Strong analytical and communication skills...

JOB Description Advising HNI/Ultra HNI clientson currency & commodity products. Individually handling clients with the book size of 25lacs & above. Creation of revenue &Activation of clients through effective Advisory.Desired Skill Set:Any Graduate with minimum experience of around 25 yearsinto stock broking industries. Individuals whopossess deep knowledge...

Designation - Equity Advisor Job description - Responsible to generate brokerage primarily through advising clients on their equity portfolio - Punching orders on terminal on behalf if clients - Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business -...

1.Minimum 3 years+experience into equity advisor or dealing. 2.salary upto 7 lpa 3.can join in 15 days **Salary**: ₹30,000.00 - ₹60,000.00 per month **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental pay types: - Performance bonus Ability to commute/relocate: - Mumbai, Maharashtra: Reliably commute or planning...

Client acquisition – HNI/UHNI/PCG • Active management of clients to – maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth • Responsible for activation of trading account of clients in the system to maximize volume and...

Client acquisition – HNI/UHNI/PCG • Active management of clients to – maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth • Responsible for activation of trading account of clients in the system to maximize volume and...

**NISM 8 Certificate Mandatory** **Key Responsibilities**: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with a book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross-selling of other products like Mutual funds, PMS, and...

**Designation - Digital Relationship Manager(Equity Advisor)** **Location: Mumbai** **Salary**: - 2.52L pa to 3.50L pa **Roles and Responsibilities**: Relationship Management & Cross selling of products like Mutual Funds, SIP, Insurance e.t.c Handling the portfolios of the clients. - 6 months or Internship Experience Preferred in Stock Market -...

KeyResponsibilities Responsible forincrease Turnover Cash & FO increase in Market share inrespective region/Zone Interacting with clientsof Region on Research calls & equity products(Participation)with high conviction Travelling to Branchlocation & meeting Clients for presentation on Market and ourrecommendations Tracking efforts of Dealers ofthe...

KEY RESPONSIBILITIES AND ACCOUNTABILITIES1.Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile.2.Showcase entire product suite of “Kotak Group” to existing clients and growing their assets across...

KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1.Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile. 2.Showcase entire product suite of “Kotak Group” to existing clients and growing their assets across...

Job Location: Mumbai Role & Responsibilities •Responsible for handling HNIs/UHNIs - to generate equity brokerage revenue & cross sell revenue through various financial/ Wealth products •Advising HNI & Ultra HNI clients in equity & derivatives and wealth products •Onboarding, handholding and educating clients on various products •Having strong...

Job Location: MumbaiRole & Responsibilities•Responsible for handling HNIs/UHNIs - to generate equity brokerage revenue & cross sell revenue through various financial/ Wealth products•Advising HNI & Ultra HNI clients in equity & derivatives and wealth products•Onboarding, handholding and educating clients on various products•Having strong knowledge...

Job description - Responsible to generate brokerage primarily through advising clients on their equity portfolio - Punching orders on terminal on behalf if clients - Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business - Will need to be constantly...

Job Location: MumbaiRole & Responsibilities•Responsible for handling HNIs/UHNIs - to generate equity brokerage revenue & cross sell revenue through various financial/ Wealth products•Advising HNI & Ultra HNI clients in equity & derivatives and wealth products•Onboarding, handholding and educating clients on various products•Having strong knowledge...

Job Location: Mumbai Role & Responsibilities •Responsible for handling HNIs/UHNIs - to generate equity brokerage revenue & cross sell revenue through various financial/ Wealth products •Advising HNI & Ultra HNI clients in equity & derivatives and wealth products •Onboarding, handholding and educating clients on various products •Having strong...

Designation - Equity Dealer - Responsible to generate brokerage primarily through advising clients on their equity portfolio - Punching orders on terminal on behalf if clients - Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business - Will need to be...