Equity Advisor | PCG
2 days ago
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 Queries & complains of client's & solving it within TAT.
• Acquiring new clients & retaining the old clients by periodic meetings.
• Profiling clients by conducting in depth review of client's financial requirements, analysing
information & recommending portfolios.
• Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets &
meetings, con calls.
-
Equity Advisor
4 months ago
New Delhi, India Cloudare Technologies Pvt. Ltd. Full time**Role**:PCG Advisor **Experience**: 3+years **Location**:New Delhi **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...
-
Equity Advisor
4 months ago
Delhi, India My Recruiter Full timeJob 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...
-
Group Advisor-financial Market
3 weeks ago
Janpath, Delhi, Delhi, India Prakhar Software Solutions Pvt Ltd Full time**Position Name**: Group Leader** **Experience Required**: - 5+ years in Financial Markets - 2+ years in a leadership role **Roles and Responsibilities**: - Full P&L responsibility for the team, ensuring that financial year targets are met. - Drive new business initiatives as directed by the organization. - Deliver quality results within deadlines,...
-
Pcg Sales Trader
3 months ago
Delhi, India Propella Consulting Group Full timeWe are hiring! Position: Sales Trader (PCG) with a leading broking firm. Location: Delhi & Gurgaon Budget - 7L - upto 15LPA KRA: 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...
-
Pcg Advisor
3 months ago
Delhi, Delhi, India BWISE SOLUTIONS PRIVATE LIMITED Full timeAdvising 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. - Handling Queries & complains of client's & solving it within TAT. - Profiling clients by conducting in depth review of client's...
-
Equity Advisor
4 months ago
Delhi, India Cloudare Technologies Private Limited Full time**We are hiring for Equity Advisor for Delhi Location. Below is the details for the same-** **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...
-
Pcg Advisor
3 months ago
New Delhi, India The HR Gallery Full timeKey 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 Queries & complains of client's...
-
Equity Advisor | PCG
2 days ago
delhi, India Waytogo Consultants Full timeKey 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 Queries & complains of...
-
Investment Banking Advisor
4 months ago
Delhi, Delhi, India Marquee Equity Full timeDesignation: 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...
-
Client Relationship Manager
2 days ago
delhi, India Cholamandalam Securities Limited Full timeDesignation: Client Relationship Manager-PCG Advisory Vertical: Private Client Group Location: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ Hyderabad As a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency...
-
Group Leader Advisory
1 week ago
delhi, India Michael Page Full timeOpportunity to work with a top financial services firm Opportunity to lead a team & owning a P&L About Our Client The employer is a leading financial services company based in India. Job Description Ensure the maintenance of the P&L of the team/branch monthly Ensure the timely delivery of customized equity advise to assigned PCG...
-
Group Leader Advisory
3 days ago
delhi, India Michael Page Full timeOpportunity to work with a top financial services firm Opportunity to lead a team & owning a P&L About Our Client The employer is a leading financial services company based in India. Job Description Ensure the maintenance of the P&L of the team/branch monthly Ensure the timely delivery of customized equity advise to assigned PCG customers...
-
Equity Advisor
4 months ago
Delhi, Delhi, India IQX Global Solutions Pvt. Ltd Full time**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...
-
Equity Advisory
3 months ago
Delhi, India Right Track Corporate Service Full timeRole : Equity Advisor Location : Delhi, kolkata, Jaipur, Chandigarh. Years of Experience : 2-5 Years Budget : 5 LPA Skills : Equity Advisor, Client Acquisition, Brokerage, Equity Advisory Dealer, **Salary**: Up to ₹500,000.00 per year **Benefits**: - Health insurance - Paid time off Supplemental pay types: - Commission pay **Experience**: -...
-
Client Relationship Manager
3 days ago
delhi, India Cholamandalam Securities Limited Full timeDesignation: Client Relationship Manager-PCG Advisory Vertical: Private Client Group Location: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ Hyderabad As a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets. Responsibilities: ...
-
Equity Advisor
4 months ago
Delhi, Delhi, India Apex Services Full time**Greetings from “APEX SERVICES"** **Role - Equity Dealer** **CTC- up to-6 lac + incentive + Other Benefit** **Key responsibilities and accountability**: - Responsible for generating 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. -...
-
Opening for Equity Advisor in Axis Securities Ltd
4 months ago
Delhi, India NIFM Educational Institutions Full time** NISM VIII, NISM V & IRDA certification are mandatory -** Prior experience of working in a similar set up preferred. - Should be willing to work in a target driven role & should be a go getter **Salary** **- Best in Market **Industry** **- Stock & Financial Market **Role/Position** **- Equity Adviser **Keyskills** **- Good communication skills and...
-
Equity Advisor
2 weeks ago
Delhi, India Planify Capital Limited Full timePlanify is hiring private wealth consultants/managers to cater to high-net-worth individuals by offering PreIPO, Startup investment advice, and services that help guide their wealth as efficiently as possible. We are looking for someone passionate about startup funding, private equity, and wealth management space. Someone who can take ownership of providing...
-
Equity Advisor
2 weeks ago
Delhi, India Planify Capital Limited Full timePlanify is hiring private wealth consultants/managers to cater to high-net-worth individuals by offering PreIPO, Startup investment advice, and services that help guide their wealth as efficiently as possible. We are looking for someone passionate about startup funding, private equity, and wealth management space. Someone who can take ownership of providing...
-
Equity Dealer
3 months ago
Rajender Nagar, Delhi, Delhi, India Tradebulls Securities Pvt Ltd Full timeTRADEBULLS SECURITIES PVT. LTD is HIRING HNI EQUITY DEALER / ADVISOR Experience: 2+ year (preferred) Location: DELHI- Rajendra Place JOB DESCRIPTION: - 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...