Advisor - Pcg

Job Specifications Role Designation Advisor Department PCG Function Advisory Company Motilal Oswal Financial Services Ltd Reporting to Group Advisory Leader-PCG Location Kolkata Job Purpose Responsible for Brokerage generation primarily through advising HNI clients on their Equity Derivative portfolios New client acquisition for Broking Investment products -...

PCG Advisor - connect hr - 863 833 0959 Any Graduate/ MBA in finance/ NCFM 3 Years Experience required from Equity, MF ,PMS / Broking understanding of capital market Responsibilities - Ensure timely advice to customers for Equity and Derivative markets. Portfolio Review to be done monthly with clients for deepening the Client relationship. Ensure...

**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,...

PCG Equity Advisor (offline only)Company's Name: Reputed Leading Equity Broking Co.Position/Function: PCG Equity Advisor (HNI Clients)Current Compensation : Up to 18 LacsQualification :GraduateNISM certification for equity cash and derivatives modules. years of Experience :4 years +Age :27yrs+Job ResponsibilityThe Candidate should have good understanding...

Position : Sales Trader / PCG AdvisorLocation : KolkataQualification : Graduate/MBA/ PGDMExpertise : Hands on experience in managing HNI & PCG Clients.Requirement : Knowledge of Equity market trading & experience in cross-selling of TPP productsBudget : As per industry standards

Private Client Group - Equity AdvisorLocation: Pune,Kolkata,DelhiDesignation: 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 penetration.Promote and...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having per client ticket size of Rs 25Lac and above2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate...

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

Job Description QuickTurtle is seeking experienced and driven SVP/VP/AVP/Relationship Managers for our Private Client Group (PCG) Advisory team. In this role, you will be responsible for acquiring, managing, and advising Ultra High Net Worth (UHNI) and High Net Worth (HNI) clients, driving revenue across a diverse range of investment products, and ensuring...