Pcg Advisory Executive

1 day ago

India beBeeEquities Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Pcg Advisory Role

Job Overview:

We are seeking a skilled Pcg Advisory professional to drive growth through advising high-net-worth individuals on their equity portfolios.

Key Responsibilities:

  • Managing the Equities Investment Trading portfolio of existing clients
  • Handling high-value clients with individual book sizes exceeding 1 crore
  • Seamlessly executing trades on terminal platforms
  • Profiling clients by conducting in-depth reviews of their financial requirements and recommending tailored portfolios
  • Providing expert advisory services for super HNI clients on Equity Derivatives, currency, and commodity markets

Expected Deliverables:

  • Expertise in Derivative Trading
  • Effective management of high-value clients
  • Seamless trade execution and timely delivery
  • Client profiling and portfolio recommendations
  • High-quality advisory services for discerning clients

Requirements:

  • Proven experience in Pcg Advisory or related fields
  • Strong knowledge of equities investment and trading principles
  • Excellent communication and relationship-building skills
  • Ability to analyze complex financial data and make informed recommendations

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