Pcg Dealer

6 days ago

Mumbai, India Kotak Securities Full time

To 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 clients profitability
- To have clear focus on client mining
- To conduct regular Client Meetings & update the same in the meeting tracker
- To attain maximum reach of investment ideas/stock calls initiated, understanding of Annual reports
- To do new client acquisition, build new relationships and increasing depth in existing relationships
- To sell Third party products
- Keep abreast of the market news, financial trends and current affairs
- To attend post result concalls, analyst meets for improved client servicing

  • Pcg Cat2- Support

    5 days ago

    Mumbai, India Kotak Securities Full time

    Run various digital campaigns for PCG - Manage DIY account opening process - Manage lead distribution from landing page - Follow up with internal stakeholders(TL/dealers) for audit /compliance requirement - Collaborate with marketing team for various initiatives - Work closely with product owners and drive business

  • 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...

  • Pcg Dealer

    3 days ago

    Vile Parle, Mumbai, Maharashtra, India Ultrahire HR Advisors Full time

    ❖ 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...

  • Expert Investment Advisor

    5 days ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

    Key Roles and Responsibilities:Job DescriptionWe are seeking a highly skilled Equity Dealer cum Advisor to join our team. As an Equity Dealer cum Advisor, you will be responsible for executing trades in Shares/Stocks/Equities on behalf of clients with a commitment to 0% dealing error.You will also provide astute market advice to High Net Worth (HNW) clients,...

  • Pcg Equity Dealer

    3 days ago

    Mumbai, India Acme HR Services Full time

    **Activation of HNI & UHNI Clients - with help of Research** **Advising on Existing Portfolios, Churning and suggesting strategies** **Responsible for executing the trade on behalf of the client & maintaining regular relations with clients** **Monthly incentive PlanProducts - Equity, Derivatives,MF ( NO - Insurance )** **Job Types**: Full-time,...