PCG Advisor

About the Role: We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team. Key Responsibilities: Deliver timely and...

The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goal are achieved as per projections for the financial year - To take initiatives in new business as given by the organization. To ensure quality deliverables within stipulated timelines - To ensure all processes are followed keeping in mind the ethos of the...

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, Insurance. •...

About the Role: We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. Share client feedback and market insights with the Senior PCG Advisor Graduate in any discipline; MBA (Finance) preferred; Experience: Minimum 5-8 years in financial markets Technical Skills: Proficiency in...

Job PurposeResponsible for managing a team of premier IFA's and achievement of the sales target expected from those set of distributors. To ensure attainment of maximum market share from these set of IFA'sJob Context & Major ChallengesJob Context: Retail is an equally important arm of the MF business as compared to institutional. It helps the AMC garner...