Pcg- Advisor

5 months ago

Kolkata West Bengal, India Veena Placement Services Full time

Company: NBFC

Profile: PCG- Advisor

Job Responsibilities:

- Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.
- Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients.
- To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the Desk and the respective Advisor.
- Regular meetings with Active clients, converting the dormant clients into active Clients.
- Regular Regional visits for HNI client meetings, seminars/events.
- Cross-sell of Third-party focused products as suggested by the Anand Rathi group (includes MF, PMS, Structure Products & others).
- The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market references

**Job Types**: Full-time, Permanent

Pay: ₹700,000.00 - ₹1,200,000.00 per year

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Application Question(s):

- how many years of Portfolio management experience you have?
- Financial Planning and Portfolio Management Experience?

**Experience**:

- total work: 4 years (preferred)

Work Location: In person

  • Advisor Pcg

    3 months ago

    Kolkata, West Bengal, India Wrixty Services pvt Limited Full time

    Advisor PCG - Any Graduate Contact HR- 8638330959 Male / Female both 2-5 years experience required from same background Salary -6-20 LPA Location -Kolkata **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental Pay: - Performance bonus **Experience**: - total work: 1 year (preferred) Work Location: In person

  • Pcg Advisor

    3 weeks ago

    Kolkata, West Bengal, India Wrixty Services pvt Limited Full time

    Looking PCG ADVISOR in Kolkata Connect HR - 863 833 0959 Any Graduate - Male /Female both can apply 1-3 Years experience required from same background must have knowledge about commodity market, Advising clients on equity, derivatives currency Client management Client Acquisition Client Queries Cross selling Advisor Performance Salary -4-13...

  • Advisor - Pcg

    3 months ago

    Kolkata, West Bengal, India Serving Skill Full time

    Job Specifications Role Designation: Sr. Advisor Department: PCG Function: Advisory Company: MOFSL Reporting to: Group Advisory Leader-PCG Location: Kolkata, West Bengal Job Purpose Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking, Investment...

  • Equity Advisor- Pcg

    2 weeks ago

    Kolkata, West Bengal, India Chanak Resources Solution Private Limited Full time

    **Job Specifications** **Role Designation**: Advisor **Department**: PCG **Reporting to**: Group Advisory **Leader-PCG Location**: Kolkata/Mumbai/Hyderabad **Job Purpose** Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking, Investment products...

  • Rm-hni/rm-retail/rm-pcg/advisor

    5 months ago

    Kolkata, India Success Partner Consultants Full time

    Opening for a leading Stock Broking Firm **RM-Retail/PCG** 2. Responsible for third party business also like Mutual Funds and PMS **Advisor** - Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2. To keep abreast...

  • Pcg Advisor

    3 months ago

    Kolkata, West Bengal, India people power india Full time

    We are seeking an experienced Senior Wealth Advisor to provide expert financial guidance to Super High Net-Worth Individuals (HNI). In this role, you will manage and grow a portfolio of clients with investments of ₹25 lakhs and above, offering tailored advice on equity, derivatives, currency, and commodity markets. **Key Responsibilities**: - Client...

  • Pcg Advisor

    5 months ago

    Kolkata, India People Power India Full time

    Key Responsibilities: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients. - 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...

  • Pcg Advsior

    3 months ago

    Kolkata, West Bengal, India People Power India Full time

    Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients. 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...

  • Mba Marketing

    2 months ago

    Salt Lake, Kolkata, West Bengal, India Eureka Stock & Share Broking Services Ltd. Full time

    Job Description: - Building and maintaining strong relationships with HNI / Ultra HNI clients both Individual & Non-Individual while understanding their financial goals, risk tolerance and investment preferences. - Driving Revenue generation through cross-selling of Wealth Products like MF/SIP, Bonds, Insurance, and Asset (Loan). - Acquisition of New...