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,...

Designation: Investment Advisor - You will have a front-end role to help grow the company through customer acquisition, take steps to ensure success of customers using the Marquee Equity service. - You will be required to perform in-depth analysis of clients financial models, business projections, pitch decks and other documents and make reports and advise...

Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Vertical: Retail Roles and Responsibilities: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public...

1. Advising clients to buy/sell stocks on the basis of fundamental factors, technical indicators and news flow in various stocks, Sourcing & Servicing clients by providing updates on frequent intervals about market movements, news flows. 2. Sourcing & deepening of relationships from existing customer base of customers 3. Work in close coordination with the...

Location:Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation:RM Advisor Vertical:RetailRoles and Responsibilities:Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings...

Location:Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & DelhiDesignation:RM Advisor Vertical:RetailRoles and Responsibilities:Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings...

Company Description KYNG Capital Management is a Portfolio Management Company that defies the consensus with rational and simplified investment decisions. We focus on unique investment approaches that set us apart in the industry. Our commitment to innovation and excellence allows us to deliver superior financial solutions to our clients.Role Description...

Company DescriptionKYNG Capital Management is a Portfolio Management Company that defies the consensus with rational and simplified investment decisions. We focus on unique investment approaches that set us apart in the industry. Our commitment to innovation and excellence allows us to deliver superior financial solutions to our clients.Role DescriptionThis...

Private Client Group - Equity AdvisorLocation: Pune,Kolkata,DelhiDesignation: Equity Advisor (PCG)Roles and Responsibilities:Execute trades on behalf of clients, aligning with their investment strategies and preferences.Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.Promote and...

**Company Overview**: Our client is a leading broking company operating in Equity, Commodity, and Currency markets with a workforce of approximately 800 employees spread across more than 100 locations. Our client serves a customer base exceeding 3 lakh individuals and is a prominent player in the securities trading industry with a daily turnover close to...