
Pcg - Advisory
2 days ago
**Job Specifications**
**Role Designation**: Sr. Advisor Department: PCG
**Reporting to**: Group Advisory
**Leader-PCG Location**: Mumbai - Prabhadevi
**Job Purpose**
Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.
New client acquisition for Broking, Investment products -PMS/MF/Fixed Income and Insurance on as per assigned targets
**Key Deliverables**
1. Ensure timely advice to customers for Equity and Derivative markets
2. Portfolio Review to be done monthly with clients for deepening the Client relationship.
3. Ensure adherence to Compliance process for advice given
4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP
5. Daily meetings to be done with existing clients and new prospects for business.
**Role Requirements**
- Educational Qualifications: Graduation in any discipline, MBA
Finance, NCFM
- Experience: 3+ Years in Equity / MF / PMS / Broking
- Domain Knowledge: Understanding of capital markets
- IT Skills: MS Office
**Job Types**: Full-time, Permanent
Schedule:
- Day shift
**Experience**:
- atleast: 4 years (preferred)
Work Location: In person
Expected Start Date: 24/08/2024
-
Mumbai, Maharashtra, India Michael Page Full timeOpportunity to work with a top broking set upOpportunity to lead PCG advisory for commodities verticalAbout Our ClientThe organization is a large-scale entity in the financial services sector, with a broad reach across India. Known for its robust investment and asset management division, the company provides high-quality banking and financial services.Job...
-
PCG - Advisory Manager
2 weeks ago
Mumbai, Maharashtra, India Sharekhan Full time ₹ 5,00,000 - ₹ 10,00,000 per yearDear Candidate,Greetings from Mirae Asset Sharekhan Please find below JD for the role of Advisory Manager PCGDirect Responsibilities :The main responsibility of this role is to achieve the Business Target set for them which includes Broking RevenueCross selling third party products and inhouse products launched by Sharekhan from time to timeServicing...
-
PCG - Advisory Manager
3 hours ago
Mumbai, India Sharekhan Full timeDear Candidate, Greetings from Mirae Asset Sharekhan Please find below JD for the role of Advisory Manager PCG Direct Responsibilities : The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and inhouse products launched by Sharekhan from time to time Servicing...
-
PCG Trainer
2 weeks ago
Mumbai, Maharashtra, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 15,00,000 - ₹ 20,00,000 per yearJob 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 on equipping PCG advisors with comprehensive product knowledge, client relationship strategies, and market insights. The trainer will work closely with business...
-
PCG Trainer
5 hours ago
Mumbai, India Motilal Oswal Financial Services (MOFSL) Full timeJob Purpose To 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 on equipping PCG advisors with comprehensive product knowledge, client relationship strategies, and market insights. The trainer will work closely with business...
-
Pcg Sales
2 weeks ago
Mumbai, Maharashtra, India A.K. Capital Services Full timeDepartment - PCG - Sales - Job posted on - Jan 27, 2025 - Employment type - Fulltime-Probationary **Company Profile**:A. K Group, a financial conglomerate was founded by Mr. A.K Mittal with a vision to operate anddevelop the Indian debt capital markets which were in nascent stage. A. K Group over the period has emerged as oneof the most trusted Bond Houses...
-
PCG - Advisor
2 weeks ago
Mumbai, Maharashtra, India AnandRathi Full timeJob DescriptionAnand Rathi share and stock brokers limited is looking for PCG - Advisor to join our dynamic team and embark on a rewarding career journey.Responsibilities:- Provide expert advice and insights on specific subject matters.- Assist clients or management in decision-making processes.- Conduct thorough research to support advisory services.-...
-
PCG Equity
4 weeks ago
Mumbai, Maharashtra, India Virtuous Advisors & Resources Private Ltd (Virtuous Resources) Full timeAbout the role: 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...
-
Group Leader- PCG Equities
2 weeks ago
Mumbai, Maharashtra, India Virtuous Advisors & Resources Private Ltd (Virtuous Resources) Full time ₹ 9,00,000 - ₹ 12,00,000 per yearGroup Leader- PCG EquitiesLocation: MumbaiReporting to: Regional Head- PCGCompany: Motilal OswalAbout the role:The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goalare achieved as per projections for the financial year - To take initiatives in new business as given by theorganization. To ensure quality...
-
VP/ AVP/ DVP PCG
2 weeks ago
Mumbai, Navi Mumbai, New Delhi, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 per yearVP/ AVP/ DVP PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee/IFA/B2B), Equity Broking1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodit . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing....