Pcg Advisor

5 days ago

Chennai, India Aspire Technologies Full time

Hiring For PCG Advisor_WF0

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.

**Salary**: ₹500,000.00 - ₹650,000.00 per year

Schedule:

- Day shift

Ability to commute/relocate:

- Chennai, Tamil Nadu: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- Are you NISM Qualified?

**Education**:

- Bachelor's (required)

**Experience**:

- PCG Advisor: 5 years (required)
- Equity Advisor: 3 years (required)
- Mutual Fund: 2 years (required)

**Speak with the employer**
+91 7204990635

  • PCG Advisor

    2 days ago

    Bengaluru, Chennai, Hyderabad, India KG Engineering And Consultancy Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Role Designation: Sr. Advisor Department: PCG Company: MOFSL Function: Advisory Reporting to: Group Advisory Leader-PCG Location: Hyderabad, Bangalore, Chennai Job Purpose Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment Key Deliverables 1. Ensure the timely delivery of customized equity advise to ...

  • Advisor-PCG

    1 week ago

    Chennai, Hyderabad, Mumbai, India KG Engineering And Consultancy Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Job Title: Advisor PCG Location: Mumbai Experience: Minimum 3 years in broking/trading domain Key Responsibilities: • Executing trades and order-punching across equity, derivatives, options, and cash segments •••• Managing and servicing an existing base of HNI & UHNI clients Acquiring new clients through research, events, referrals, or network...

  • VP / AVP / Manager, PCG (Pvt. Client Group) Advisory

    4 weeks ago

    Chennai, India QuickTurtle Full time

    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...

  • Advisor- PCG

    4 days ago

    Ahmedabad, Chennai, New Delhi, India QuickTurtle Full time ₹ 8,00,000 - ₹ 15,00,000 per year

    Job Description 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...

  • PCG - Equity Advisor

    12 hours ago

    Bengaluru, Chennai, Hyderabad, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 7,50,000 - ₹ 15,00,000 per year

    Job description:Terminal handlingResponsible to generate brokerage primarily through advising clients on their equity portfolio. 5xResponsible for generating revenue from Third party product. 0.5xNISM 8 Certification is mandatory.Interested candidates can share there CV to You can walk in directly to corporate office.RKJSM Square, 4th floor, Reliance...

  • ▷ [3 Days Left] Wealth Manager

    3 weeks ago

    Chennai, India NJ Macson Full time

    Job Description Position: VP / AVP / Manager PCG (Private Client Group) Advisory Location: Chennai (On-site) Employment Type: Full-Time As a Senior Wealth Manager at the Assistant Vice President (AVP) level, you will serve as a trusted advisor to high-net-worth individuals, families, and institutional clients. You will lead the design and implementation...