Pcg - Equity Advisory

Private Client Group - Equity AdvisorLocation: Chennai, Bangalore, HyderabadDesignation: Equity Advisor (PCG)Roles 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...

Key ResponsibilitiesAdvise high net worth individuals on equity investments, derivatives, and currencies.Manage large customer accounts with a book size of 25 lakhs or more.Build strong relationships with business associates to increase revenue and quality service.Assist business associates in scaling their existing base and revenue through quality service...

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...

Job Title: VP / AVP / DVP - PCG AdvisorRole Description:We seek an experienced professional to provide in-depth advisory services to Ultra High Net Worth Individuals (HNI) on Equity, F&O-Equity/Currency/Commodity.The ideal candidate will be responsible for managing large customers with a book size of 25 lacs and above.You will build strong rapport with...

Job Description">We are seeking a seasoned professional to assume the role of Equity Trader. This individual will be responsible for trading shares and equities on behalf of clients, ensuring accuracy and compliance with regulations.Responsibilities:Trading and DealingEngage in timely and accurate trading of shares and equities on behalf of clients,...

Job Profile- PCG Advisor SeniorLocation-HyderabadJob PurposeResponsible to Brokerage generation primarily through advising HNI clientson their Equity & Derivative portfolio.New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targetsKey Deliverables 1. Ensure timely advice to customers for Equity and...

**Job Types**: Full-time, Permanent **Salary**: ₹100,000.00 - ₹1,500,000.00 per year Schedule: - Fixed shift - Monday to Friday **Experience**: - total work: 5 years (preferred) - Private equity: 2 years (preferred) Work Location: In person

**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 options 3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4....

Job Title: Relationship Manager PCGJob Description:Acquire and handle high net worth individual clients for the Private Client group with a book size of Rs. 25 lac and above.Advise UHNI/HNI clients on equity, derivatives, currency, and commodity markets and generate revenue from them.Cross-sell third-party products such as mutual funds, portfolio management...

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error.2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge.3) Keep clients in active category as per the defined norms.4) Activate dormant clients.5) Resolve client querries.6) Maintain records of business on...