Equity Advisor- Pcg

Job Specifications Role Designation Advisor Department PCG Function Advisory Company Motilal Oswal Financial Services Ltd Reporting to Group Advisory Leader-PCG Location Kolkata Job Purpose Responsible for Brokerage generation primarily through advising HNI clients on their Equity Derivative portfolios New client acquisition for Broking Investment products -...

Company: NBFC Profile: PCG- Advisor Job Responsibilities: - Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. - Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients. - To improve Market...

Job Description Private Client Group - Equity Advisor Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Advisor-PCG Roles and Responsibilities: • Execute trades on behalf of clients, aligning with their investment strategies and preferences. • Provide expert advisory services to enhance portfolio growth, with a focus on Assets...

We are hiring **Equity Advisors** for multiple locations**:Chennai, Kolkata, Bangalore, Mumbai, and Delhi**. **About the Role**: - Provide expert advisory services to HNI and retail clients across Equity, Derivatives, and Currency markets - Drive revenue growth through client activation and advisory services - Cross-sell investment products including...

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) Keep clients in active category as per the defined norms.4) Activate dormant clients.5) Resolve client querries.6) Maintain records of business on...

Equity Dealer / PCG Dealer to manage client trades in equities, derivatives, and currencies. The role involves executing trades, monitoring portfolios, managing risks, and ensuring compliance with SEBI and exchange norms. Handle HNI / PCG clients Required Candidate profileNISM Series VIII certification (mandatory). Min 1 years dealing job experience,...

Required a Equity Advisor - (NISM Investment Adviser Level Required / willing to take test) - Equity Market Location - Sector 5, Kolkata (WFO) Experience - 1+ years **Requirement**: ~ Education: B.Com, BBA (Finance), or equivalent in commerce/finance. ~ CFA: Level 1/2 cleared or currently enrolled (preferred). ~ Certifications: Willing to pursue or...

**Job Title**: Equity Advisor **Roles & Responsibilities**: - Execute orders on behalf of clients based on their investment preferences and strategies. - Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. - Actively cross-sell third-party investment products such as Insurance,...

DescriptionKEY RESPONSIBILITIES AND ACCOUNTABILITIES Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth...

**Company Name**: BMC Advisors Pvt. Ltd. **Salary -**Rs. 25,000 per month **Location**:Kolkata (West Bengal) **Department: Equity Trading / Broking** **Job Summary**: **Key Responsibilities**: - Execute buy/sell orders on behalf of clients through the trading terminal (NSE/BSE). - Monitor market trends, provide real-time market information, and offer...