Equity Advisor

Seeking an experienced Equity Advisor for the PCG (Private Client Group) role in Hyderabad, adept in providing comprehensive advisory services to high-net-worth individuals across various financial markets. Roles and responsibilities: Provide comprehensive consulting services to Super HNI clients in the equity, derivatives, currency, and commodities...

Equity AdvisorIndia's Leading company hiring the best talent for upgrade business.Roles And Responsibilities : Endtoend client relationship management advising as per the client's risk profile. Monitoring clients portfolios and updating clients about market events, developing strong rapport to bring incremental business. Adhering to internal compliance...

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...

Please read the job description very carefully before applying. Experience: 5+ years Location: Hyderabad (on-site) Role & 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...

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...

Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf. - Building relationships with the client & educating them about Investments. - Responsible for achieving brokerage. - New Client Acquisition - Executing Trades Orders. - Advising client based on Research report **Salary**: ₹200,000.00 -...

**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

**We are hiring for a TOP Indian Financial Services Company.** - Job Location : Hyderabad & Cochin_ **Selection Criteria’s**: - **Min 6 months experience from preferred broking houses**: - Dealing experience is must - achieving **min 4X of revenue targets** in the existing Organization. - Currently managing or interested in **Client Acquisition**...

**Responsibilities** Assist in making and presenting financial plans (using excel and powerpoint) Train under the senior financial planner Assist in conducting research on equities Assist in conducting research on mutual funds Create financial models, graphs etc., to showcase research Work with both, the financial planning and the research...

Designation Sr. Dealer/TradeAdvisor/ Sr. Trade Advisor Idealyears of experience 28 years (relevantexperience) Organization AdityaBirla Capital West LocationsAhmedabad Pune Dadar Thane Ghatkopar Swastik Surat South Locations Coimbatore Hyderbad Chennai BangaloreCochin. Dealer / TradeAdvisors These are individuals who are experienced in the...

**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,...

ABOUT EVERNORTH: Evernorth exists to elevate health for all, because we believe health is the starting point for human potential and progress. As champions for affordable, predictable and simple health care, we solve the problems others don’t, won’t or can’t. Our innovation hub in India will allow us to work with the right talent, expand our global...

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Key Responsibilities for this role: - Monitor Lead Sizing and Keep the average at 30 leads per user - Complete account opening process, Saathi, Drishti - Training - Handle 2 mentors - Achieve the Business KRA - Agent Productivity - Train the team on Opening, closing and objection handling skills - Drive Knowledge sessions and get 100% coverage - Doing Calls...

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