Pcg Advisor

1 week ago

Ahmedabad, India Kapil Consultancy,Ahmedabad Full time

**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.
- Handling Queries & complains of client's & solving it within TAT.
- Acquiring new clients & retaining the old clients by periodic meetings.
- Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.

**Educational specifications**:
**S. No.**

**Specification**

**Details**

**1.Minimum Qualification - Graduation & Above**

**2.Preferred Qualification - Post graduate**

**Job Type**: Regular / Permanent

**Salary**: ₹9,097.70 - ₹42,022.00 per month

Schedule:

- Day shift

**Speak with the employer**
+91 99090 41273

  • Pcg Advisor

    2 weeks ago

    Ahmedabad, India Ishatva Management Solutions Full time

    **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. - Handling Queries & complains of...

  • VP/ AVP/ Relationship Managers- PCG Advisory

    1 week ago

    Ahmedabad, Kolkata, Surat, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket size of Rs25Lac 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...

  • Mutual Fund Sales

    1 week ago

    Ahmedabad, Gujarat, India Serving Skill Full time

    Ø Advisor - PCG - HNI - This is an B2C Channel - Looking for Advisor - Current salary has to be above 11 lacs and this is Individual Role - He/she should have a book size of their own - Target - Trading, Client Acquisition and revenue generation. - HNI Sales - This is an B2C Channel - Looking for Wealth RM’S - Individual Role with minimum CTC of 10 LPA -...

  • VP / AVP / DVP - PCG (Pvt Client Group) Advisor

    1 week ago

    Ahmedabad, Mumbai, Surat, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/ Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on...

  • Advisor- PCG

    1 week ago

    Ahmedabad, Chennai, New Delhi, India QuickTurtle Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    1) Advising HNI/Ultra HNI clients on currency & commodity products.2) Individually handling clients with the book size of 25 lacs & above.3) Creation of revenue & Activation of clients through effective Advisory.4) Coordinating with clients for their daily trades in Commodity & Currency.5) Help customers to Execute trade online and place orders on behalf of...

  • Equity Dealer cum Advisor

    1 week ago

    Ahmedabad, Gujarat, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    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...

  • VP/ AVP/ Manager

    7 days ago

    Ahmedabad, Gujarat, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    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...

  • Equity Advisor

    1 week ago

    Ahmedabad, Kolkata, Mumbai, India QuickTurtle Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    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...

  • Equity Dealer cum Advisor

    1 week ago

    Ahmedabad, Bengaluru, Hyderabad, India QuickTurtle Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    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...

  • Advisor - PCG ( Commodities & Currency )

    1 week ago

    Ahmedabad, Gujarat, India QuickTurtle Full time US$ 5,00,000 - US$ 10,00,000 per year

    1) Advising HNI/Ultra HNI clients on currency & commodity products.2) Individually handling clients with the book size of 25 lacs & above.3) Creation of revenue & Activation of clients through effective Advisory.4) Coordinating with clients for their daily trades in Commodity & Currency.5) Help customers to Execute trade online and place orders on behalf of...