Pcg Equity Advisor

Role of PCG Advisor with a leading broking and financial services firm. Reach out on or

Company DescriptionNBFC ClientRole DescriptionThis is a full-time, on-site role for a Head - Broking/Equity/PCG, based in the Mumbai Metropolitan Region. The Team Lead will oversee broking and trading operations, manage equity portfolios, and provide personalized financial and investment solutions to clients. Responsibilities include leading and motivating a...

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,...

Role & responsibilitiesBuild and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs.Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets.Create and manage diversified investment portfolios.Maintain accurate records of client interactions, transactions, and KYC...

Role & responsibilities:Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs.Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets.Create and manage diversified investment portfolios.Maintain accurate records of client interactions, transactions, and KYC...

KEY RESPONSIBILITIESAdvising clients on the portfolios and cross selling of third party products.Franchisee equity advisory - to convince the HNI clients of the franchisees to work on our calls and generate business.Business analysis and business development by giving training and seminars.For managing day to day or daily client risk. To coordinate with CSE...

Role Designation: Manager/Sr. Manager –Trainer – Private Client GroupDepartment: TrainingFunction: TrainingReporting to: AVP - TrainingLocation: Prabhadevi, MumbaiJob PurposeTo design and deliver high-impact training programs that elevate the skills of the Private Client Group (PCG) team to deliver superior wealth management solutions. This role focuses...

**Require Equity Dealer - Private Client Group (PCG) for PhilipsCapital in Andheri (Mumbai)** Department: Private Client Group (PCG) **Location**: Andheri -Chakala Reporting to: Head - PCG Desk Experience: 3-8 years in equity dealing, preferably with Ultra HNI clients **About the Company**: PhillipCapital India is a leading financial services firm...

Company DescriptionSBI Securities, an extension of the renowned SBI legacy, offers a broad range of investment products and services designed to cater to diverse financial goals. Our offerings include equity, derivatives, mutual funds, fixed deposits, bonds, insurance, loans, and Non-Convertible Debentures (NCDs). With our user-friendly trading platform, we...

Position: Equity Advisor Job Locations: MH-Mumbai Required Experience: 0 - 15 Years Skills : Equity Advisory & BD Manager - Franchisee Biz **Salary**: ₹8,722.35 - ₹44,430.98 per month Schedule: - Day shift **Experience**: - Equity research: 1 year (preferred) Ability to Commute: - Mumbai, Maharashtra (required) Ability to Relocate: - Mumbai,...