Pcg Dealer

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

**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...

DescriptionJOB 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...

**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)...

**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...

Key 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...

DescriptionTo ensure active management of clients & achieve the target  active AUMTo be responsible for identifying customer needs, assessing their risk appetite and providing them investment optionsTo provide regular updates to the clients regarding the market changes and subsequent changes to the portfolioTo achieve healthy revenues without compromising...

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)Update clients for orders and trade on the recorded line.4)Maintain active clients as per the defined norms.5)Activate dormant clients.6)Ensure resolution of...

Degree Level Master s Degree 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...

❖ 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...