Equity Advisor- Pcg

4 days ago

Kolkata West Bengal, India Chanak Resources Solution Private Limited Full time

**Job Specifications**

**Role Designation**: Advisor

**Department**: PCG

**Reporting to**: Group Advisory

**Leader-PCG Location**: Kolkata/Mumbai/Hyderabad

**Job Purpose**

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.

New client acquisition for Broking, Investment products -PMS/MF/Fixed Income and Insurance on as per assigned targets

**Key Deliverables**

1. Ensure timely advice to customers for Equity and Derivative markets

2. Portfolio Review to be done monthly with clients for deepening the Client relationship.

3. Ensure adherence to Compliance process for advice given

4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP

5. Daily meetings to be done with existing clients and new prospects for business.

**Role Requirements**
- Educational Qualifications: Graduation in any discipline, MBA

Finance, NCFM
- Experience: 3+ Years in Equity / MF / PMS / Broking
- Domain Knowledge: Understanding of capital markets
- IT Skills: MS Office

**Job Types**: Full-time, Permanent

Pay: Up to ₹2,500,000.00 per year

Schedule:

- Day shift

Application Question(s):

- Do you have an HNI/UHNI client base?

**Experience**:

- Equity: 3 years (required)
- atleast: 4 years (required)

License/Certification:

- NISM 8 /Currency certification (preferred)

Work Location: In person

  • PCG Equity Advisor

    2 weeks ago

    Kolkata, West Bengal, India Fortune Finserv Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    PCG Equity Advisor (offline only)Company's Name: Reputed Leading Equity Broking Co.Position/Function: PCG Equity Advisor (HNI Clients)Current Compensation : Up to 18 LacsQualification :GraduateNISM certification for equity cash and derivatives modules. years of Experience :4 years +Age :27yrs+Job ResponsibilityThe Candidate should have good understanding...

  • Pcg Advisor

    1 week ago

    Kolkata, West Bengal, India Wrixty Services pvt Limited Full time

    Looking PCG ADVISOR in Kolkata Connect HR - 863 833 0959 Any Graduate - Male /Female both can apply 1-3 Years experience required from same background must have knowledge about commodity market, Advising clients on equity, derivatives currency Client management Client Acquisition Client Queries Cross selling Advisor Performance Salary -4-13...

  • PCG Equity Advisor

    2 weeks ago

    Delhi, Kolkata, NCR, Pune, India Genius Consultants Full time ₹ 9,00,000 - ₹ 15,00,000 per year

    Private Client Group - Equity AdvisorLocation: Pune,Kolkata,DelhiDesignation: Equity 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 Under Management (AUM) product penetration.Promote and...

  • Advisor Pcg

    2 weeks ago

    Kolkata, West Bengal, India Wrixty Services pvt Limited Full time

    Advisor PCG - Any Graduate Contact HR- 8638330959 Male / Female both 2-5 years experience required from same background Salary -6-20 LPA Location -Kolkata **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental Pay: - Performance bonus **Experience**: - total work: 1 year (preferred) Work Location: In person

  • PCG Advisor HN1 Sales

    1 week ago

    Greater Kolkata Area, India Level Upwards Full time ₹ 10,00,000 - ₹ 15,00,000 per year

    Hiring: PCG Advisor / Dealer – Equity | KolkataAre you passionate about markets and client engagement? Join as aPCG Advisorwhere you'll:Execute trades across Equity, Derivatives, Commodities & CurrencyAdvise clients on equities & financial products (MFs, SIPs, Insurance)Drive client activation & shift them to online platformsEnsure 100% compliance &...

  • PCG Sales Trader

    3 weeks ago

    Kolkata, India JM Financial Full time

    Position : Sales Trader / PCG Advisor Location : Kolkata Qualification : Graduate/MBA/ PGDM Expertise : Hands on experience in managing HNI & PCG Clients. Requirement : Knowledge of Equity market trading & experience in cross-selling of TPP products Budget : As per industry standards

  • PCG Sales Trader

    1 week ago

    Kolkata, West Bengal, India JM Financial Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Position : Sales Trader / PCG AdvisorLocation : KolkataQualification : Graduate/MBA/ PGDMExpertise : Hands on experience in managing HNI & PCG Clients.Requirement : Knowledge of Equity market trading & experience in cross-selling of TPP productsBudget : As per industry standards

  • PCG Dealer

    1 week ago

    Kolkata, West Bengal, India Suvidha Placements Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Will be advising PCG client on Equity investmentsMaintaining the portfolio of equityDeveloping rapport with Clients. Meeting brokerage targets. If interested pls connect , Required Candidate profileGraduate with NISM VIIIPrior exprience of handling PCG Clients with large AUMPrior exp both cash and derivative market. Good communication and presentation...

  • Rm-hni/rm-retail/rm-pcg/advisor

    1 week ago

    Kolkata, India Success Partner Consultants Full time

    Opening for a leading Stock Broking Firm **RM-Retail/PCG** 2. Responsible for third party business also like Mutual Funds and PMS **Advisor** - Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2. To keep abreast...

  • Equity Advisor

    4 days ago

    Kolkata, West Bengal, India ProHR Strategies private ltd Full time

    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...