Pcg Advisor

Job Specifications Role Designation: Sr. Advisor Department: PCG Function: Advisory Company: MOFSL Reporting to: Group Advisory Leader-PCG Location: Kolkata, West Bengal Job Purpose Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking, Investment...

PCG Advisor - connect hr - 863 833 0959 Any Graduate/ MBA in finance/ NCFM 3 Years Experience required from Equity, MF ,PMS / Broking understanding of capital market Responsibilities - Ensure timely advice to customers for Equity and Derivative markets. Portfolio Review to be done monthly with clients for deepening the Client relationship. Ensure...

PCG ADVISOR - JDDesignation: Equity AdvisorRoles 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 cross-sell third-party investment products, including...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate...

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...

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...

Designation: Team Leader/ Vertical Manager(Kolkata, Bangalore, Chennai, Hyderabad)Roles and Responsibilities:Lead and manage a team of advisory and dealing professionals.Build a strong team through referrals and internal hiring, fostering a culture of collaboration and high performance.Execute trades on behalf of clients, aligning with their investment...

Role & responsibilitiesExecute client trades in line with investment strategies while providing expert advisory to enhance AUM through cross-selling of diverse financial products (MFs, PMS, AIFs, Bonds, FDs, Insurance, etc.)Acquire and retain clients through regular portfolio reviews and personalized investment recommendations.Preferred candidate...