Advisor-PCG

Role Designation: Sr. Advisor Department: PCG Company: MOFSL Function: Advisory Reporting to: Group Advisory Leader-PCG Location: Hyderabad, Bangalore, Chennai Job Purpose Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment Key Deliverables 1. Ensure the timely delivery of customized equity advise to ...

Advisor – PCGReporting To -Group Advisory Leader – PCGLocation- MumbaiJob PurposeGenerate brokerage by advising HNI/PCG clients on equity portfolios.Manage investment & trading portfolios of existing and new clients.Drive new client acquisition.Handle investment products (IP) along with equity trading.Key DeliverablesDerivative trading.Independently...

???? Hiring: PCG Advisor | Mumbai Join a well-known Financial services provider organization as a Private Client Group Advisor to manage and grow HNI/UHNI relationships. Experience: 3–5 years in wealth management/private banking Key Skills: 1. Investment advisory & client acquisition 2. Strong knowledge of financial & third-party products (TPP)3....

Job DescriptionAnand Rathi share and stock brokers limited is looking for PCG - Advisor to join our dynamic team and embark on a rewarding career journey.Responsibilities:- Provide expert advice and insights on specific subject matters.- Assist clients or management in decision-making processes.- Conduct thorough research to support advisory services.-...

**Require**_**Advisor PCG Desk**_ **for Phillip Capital PCG Desk in Andheri** - **Location**_: Chakala, Andheri East_ **Position**: _Advisor PCG Desk_ **Industry**: Financial Services **Department**: Private Client Group (PCG) **About the Role**: We are seeking **dynamic and driven professionals** to join our **PCG team at Phillip Capital**. If you’re...

Advisor - PCG - This is an B2C Channel - He/she should have a book size of their own - Target - Trading, Order Punching, Client Acquisition, Cross Selling and revenue generation. - He/ She should have good communication skills - **Location**_ - _8th Floor, Motilal Oswal Tower, Gokhale Sayani Road, Prabhadevi, Mumbai: - 400025_ **Experience**: - Insurance...

Job Title: Advisor PCG Location: Mumbai Experience: Minimum 3 years in broking/trading domain Key Responsibilities: • Executing trades and order-punching across equity, derivatives, options, and cash segments •••• Managing and servicing an existing base of HNI & UHNI clients Acquiring new clients through research, events, referrals, or network...

PCG Equity AdvisorShould have experience in handling HNI, UHNI,have experience in Trading and Order Punching,should have knowledge of derivatives, options, cash, and trading.Candidate should have exp in client acquisition and client servicing Required Candidate profile Qualification: Graduation Experience: 3+ Years in Equity / MF / PMS / BrokingDomain...

Position: PCG Advisor (Private Client Group) Location: Mumbai, Maharashtra, India CTC: 15 LPA +  Role Overview: We are looking for a PCG Advisor to manage and grow relationships with High Net Worth (HNI/Ultra-HNI) clients by providing comprehensive wealth management solutions. Key Responsibilities: Manage investment portfolios for...

Job Purpose To design and deliver high-impact training programs that elevate the skills of the Private Client Group (PCG) team to deliver superior wealth management solutions. This role focuses on equipping PCG advisors with comprehensive product knowledge, client relationship strategies, and market insights. The trainer will work closely with business...