Pcg Advisor

**Require**_**Advisor PCG Desk**_ **for Phillip Capital PCG Desk in Andheri** - **Location**_: Chakala, Andheri East_ **Position**: _Advisor PCG Desk_ **Industry**: Financial Services **Department**: Private Client Group (PCG) **About the Role**: We are seeking **dynamic and driven professionals** to join our **PCG team at Phillip Capital**. If you’re...

Job 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 Equity AdvisorShould have experience in handling HNI, UHNI,have experience in Trading and Order Punching,should have knowledge of derivatives, options, cash, and trading.Candidate should have exp in client acquisition and client servicing Required Candidate profileQualification: Graduation Experience: 3+ Years in Equity / MF / PMS / Broking Domain...

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

About 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 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...

Job DescriptionGroup 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...

PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment Products1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products.3) Conduct training of Partners for all our products across Direct Equity & Investment products like...

Senior Advisory PositionThe Role of Senior Advisory is to lead the PCG advisory team for commodities vertical in a top broking setup.This role requires leading and maintaining the profit and loss of the team/branch monthly, as well as delivering customized equity advice to assigned PCG customers as per defined timelines.About Our Client A leading financial...

VP/ 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....