Pcg Dealing
1 week ago
Key responsibilities and accountabilities 1 To ensure active management of clients achieve the target active AUM 2 To be responsible for identifying customer needs assessing their risk appetite and providing them investment options 3 To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4 To achieve healthy revenues without compromising on clients profitability To have clear focus on client mining 6 To conduct regular Client Meetings update the same in the meeting tracker To attain maximum reach of investment ideas stock calls initiated To assist in new client acquisition building new relationships and increasing depth in existing relationships 9 Keep abreast of the market news financial trends and current affairs To attend post result concals analyst meets for improved client servicing Skills Knowledge 1 Graduate Post graduate with 3 to 8 years of experience 2 MBA in finance preferred 3 Proficiency in economics accounting financial statements and or statistics 4 Familiarity with financial risk management strategies 5 Should have good communication presentation skills 6 Should be a self-starter proactive target oriented 7 Should possess strong networking relationship building skills
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PCG Dealing and Advisory Head
2 weeks ago
Mumbai, India For a Leading Stock Broking and Investment Firm Full timeCompany DescriptionFor a Leading Stock Broking and Invesment Advisory Firm with legacy of great performance.Role DescriptionThis is a full-time remote position for a PCG Dealing and Advisory Head. The position involves overseeing and managing the Private Client Group (PCG) dealing desk, developing and executing advisory strategies, and providing high-quality...
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PCG Dealing and Advisory Head
2 weeks ago
Mumbai, India For a Leading Stock Broking and Investment Firm Full timeCompany DescriptionFor a Leading Stock Broking and Invesment Advisory Firm with legacy of great performance.Role DescriptionThis is a full-time remote position for a PCG Dealing and Advisory Head. The position involves overseeing and managing the Private Client Group (PCG) dealing desk, developing and executing advisory strategies, and providing high-quality...
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PCG Dealing and Advisory Head
2 weeks ago
Mumbai, India For a Leading Stock Broking and Investment Firm Full timeCompany Description For a Leading Stock Broking and Invesment Advisory Firm with legacy of great performance. Role Description This is a full-time remote position for a PCG Dealing and Advisory Head. The position involves overseeing and managing the Private Client Group (PCG) dealing desk, developing and executing advisory strategies, and providing...
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PCG Dealing and Advisory Head
2 weeks ago
Mumbai, India For a Leading Stock Broking and Investment Firm Full timeCompany Description For a Leading Stock Broking and Invesment Advisory Firm with legacy of great performance. Role Description This is a full-time remote position for a PCG Dealing and Advisory Head. The position involves overseeing and managing the Private Client Group (PCG) dealing desk, developing and executing advisory strategies, and providing...
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PCG Dealing and Advisory Head
2 weeks ago
Mumbai, India For a Leading Stock Broking and Investment Firm Full timeCompany Description For a Leading Stock Broking and Invesment Advisory Firm with legacy of great performance. Role Description This is a full-time remote position for a PCG Dealing and Advisory Head. The position involves overseeing and managing the Private Client Group (PCG) dealing desk, developing and executing advisory strategies, and providing...
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Assistant Manager
1 week ago
Mumbai, Maharashtra, India HRhelpdesk Full timeAbout the Company The Organization is a well established Indian multinational conglomerate the position is for their financial services Broking domain Position Assistant Manager Manager - PCG - HNI Sales Location Andheri E Years of work exp 4 years Industry Broking only Age up to 40 years only Role The primary responsibility of this role is to acquire PCG...
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Assistant Manager
5 hours ago
Mumbai, Maharashtra, India Talent Leads Consultants Full timeThe primary responsibility of this role is to acquire PCG Private Client Group HNI High Net-worth Individual clients and ensure a smooth transition to the dealing team Additionally the role involves actively managing the HNI desk ensuring client satisfaction retention and growth of the HNI portfolio Key Result Areas Supporting ActionsHNI PCG Business...
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PCG Dealing
21 hours ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 8,00,000 - ₹ 12,00,000 per yearDescriptionKey responsibilities and accountabilities To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To...
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Manager - PCG Sales
2 weeks ago
Mumbai, India Findoc Investmart Private Ltd Full timeJob Description Job Overview : Findoc is seeking an experienced and dynamic Manager of Premier Client Group (PCG) Desk to join our team. This individual will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions. The ideal candidate will have a thorough...
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Fixed Income Dealer
1 week ago
Mumbai, Maharashtra, India A.K. Capital Services Full timeDepartment - PCG - Trading - Non SLR - Job posted on - Aug 01, 2025 - Employment type - Fulltime-Probationary Job Description: Roles & Responsibilities: 1. Dealing in Bonds / Preference Shares / ETF ETC and related instruments (Fixed Income) 2. Knowledge about Fixed Income Market Must Have: 1. Prior Experience on NEAT & BOLT 2. Prior Experience on...
