Advisor-pcg

PCG ADVISOR - JDDesignation: Equity AdvisorRoles 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 cross-sell third-party investment products, including...

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...

Hiring Equity Dealers / PCG Dealers for Axis Securities & Kotak Securities. Should have experience in equity dealing, client management & trading desk operations. Execute equity trades on behalf of clients( Retail / HNI / PCG clients) Required Candidate profileGraduate / Postgraduate (Finance, Commerce preferred) NISM Series VIII Certification Sound...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate...

Job Description - Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. - Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. - Keep clients in active category as per the defined norms. - Activate dormant clients. - Resolve client querries. - Maintain records of...

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...

Job Description QuickTurtle is seeking experienced and driven SVP/VP/AVP/Relationship Managers for our Private Client Group (PCG) Advisory team. In this role, you will be responsible for acquiring, managing, and advising Ultra High Net Worth (UHNI) and High Net Worth (HNI) clients, driving revenue across a diverse range of investment products, and ensuring...

The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio...

URGENT REQUIREMENT for **ACADEMIC ADVISOR** JOB DESCRIPTION: - **Job Title: Academic Advisor** **Location**: Kolkata(WFO) | **Type**: Full-time We are looking for a proactive and student-focused **Academic Advisor** to guide students in academic planning, course selection, and career decisions. The role also involves converting inquiries into successful...

Role of a Life Advisor As a Life Advisor, your day-to-day responsibilities also includes marketing. Good marketing strategies and initiatives help you promote new and existing insurance plans, besides being effective in attracting new clients to your firm. Your role also entails providing insurance advice, analysing policy details, processing policy...