Pcg Dealer
2 days ago
❖ Responsible for acquiring & upselling to quality clients through networking, database and market intelligence and be the one point of contact for these high net-worth clients ❖ Promote Sales of third party products - Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, AIF and other Structure Products ❖ He/she should preferably have maximum number of own clients relationship and he/she should be aware of local market intelligence ❖ Maintain records of business on internal software CRM etc. ❖ Provide personalised financial services and investment advice based on individual client needs so that they can make informed investment decisions ❖ Provide a comprehensive approach to wealth management and financial planning for clients and complete investment planning and advice ❖ Stay current on industry trends, regulatory changes, market dynamics - Provide feedback on market trends and client needs and ensure adherence to regulatory requirements and company policies to maintain highest standards of ethical conduct. ❖ Work closely with internal teams to ensure alignment of sales efforts with overall business objectives. ❖ Ensure highest levels of service to the client / HNI customers ❖ Regular follow-up with all potential leads across products for effective conversion ❖ Maintain a positive, professional demeanour and supports an environment that values uncompromising excellence in customer service. Pay: From ₹300,000.00 per year Schedule: - Day shift **Experience**: - managing bank AUM / HNI client: 3 years (required) Work Location: In person
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						PCG Dealer/ Equity Dealer
7 days ago
Bhubaneswar, Kolkata, Mumbai, India GR Recruitments Full time ₹ 1,04,000 - ₹ 1,30,878 per yearHiring Equity Dealers / PCG Dealers for Axis Securities & Kotak Securities. Should have experience in equity dealing, client management & trading desk operations. Execute equity trades on behalf of clients( Retail / HNI / PCG clients) Required Candidate profileGraduate / Postgraduate (Finance, Commerce preferred) NISM Series VIII Certification Sound...
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						Central Dealer
2 weeks ago
Mumbai, Maharashtra, India Axis Bank-Securities Full time ₹ 5,00,000 - ₹ 20,00,000 per yearPCG Central Dealer- Role involves managing dealer relationships and ensuring effective communication. - Requires a strong understanding of the financial markets and trading. - Candidates should have experience in handling client portfolios and executing trades. - The position demands excellent analytical skills and the ability to work under pressure. - Ideal...
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						Pcg Product
4 days ago
Mumbai, India Kotak Securities Full time**JOB ROLE** - To manage the product team. - To manage the relationship with external fund houses which are product manufacturers. - To implement relevant strategic & tactical management initiatives. - To support the channel by assisting them with timely reverts on their MIS related queries. - To analyze and data mine to generate relevant reports and outputs...
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						Equity Dealer
1 week ago
Chakala, Mumbai, Maharashtra, India Thomas Cook Full time**Require Equity Dealer - Private Client Group (PCG) for PhilipsCapital in Andheri (Mumbai)** Department: Private Client Group (PCG) **Location**: Andheri -Chakala Reporting to: Head - PCG Desk Experience: 3-8 years in equity dealing, preferably with Ultra HNI clients **About the Company**: PhillipCapital India is a leading financial services firm...
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						Equity Dealer
2 weeks ago
Mumbai, India Mazhar Full time**Hi** **We Have openings "PAN INDIA" for a PCG Franchise Advisor/Dealer in Bank Based Companies** **Skills Required,** **1) Buying & Selling Equity on behalf of Client.** **2) Cross Selling Mutual Funds.** **3) NISM Certifications Are Mandatory.** **4) Prior Experience in Similar Setup Preferred.** **5) Good communication skills & Market Knowledge.** **6)...
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						Equity Dealer cum Advisor
1 week ago
Mumbai, India Quick Turtle Full timeJob Description QuickTurtle is seeking a proficient Equity Dealer cum Advisor to join our Private Client Group (PCG) Broking team. This dual-role requires a professional who can execute trades flawlessly, provide astute market advice to HNI clients, and actively contribute to client acquisition and retention. Key Responsibilities - Trading / Dealing: Execute...
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						Fixed Income Dealer
1 week ago
Mumbai, Maharashtra, India A.K. Capital Services Full timeDepartment - PCG - Trading - Non SLR - Job posted on - Aug 01, 2025 - Employment type - Fulltime-Probationary Job Description: Roles & Responsibilities: 1. Dealing in Bonds / Preference Shares / ETF ETC and related instruments (Fixed Income) 2. Knowledge about Fixed Income Market Must Have: 1. Prior Experience on NEAT & BOLT 2. Prior Experience on...
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						Pcg Dealer
4 days ago
Mumbai, India Kotak Securities Full timeTo ensure active management of clients & achieve the target active AUM - To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options - To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio - To achieve healthy revenues without compromising on...
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						PCG Dealer
4 days ago
Mumbai, Maharashtra, India Systematix Shares & Stocks Full time ₹ 10,00,000 - ₹ 15,00,000 per yearKey ResponsibilitiesMust have experience in Equity Dealing of HNI Clients.Handling Business Development Activity & Supporting HNI Group to enhance Business & increasing productivity of HNI vertical.Helping in Advisory of Equity, Derivatives, CurrencyHNI Client Relationship ManagementExperience- Candidate should have minimum 3-5 yrs HNI client servicing...
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						Equity Dealer cum Advisor
2 days ago
Mumbai, Maharashtra, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year1)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...