Dealer - Private Client Group

**JD of Private Client Group - ERM** - Responsible for handling NRI HNIs/UHNIs - to generate equity brokerage revenue & cross sell revenue through various financial/ Wealth products - Advising NRI-HNI & Ultra HNI clients in Equity/Derivatives and Wealth products - Onboarding, handholding and educating clients on various products - Having strong knowledge...

**Role & Responsibilities**: 1. Executing orders for clients in cash, FO, currency segment, etc. 2. Updating clients on various trade related activities and research recommendations. 3. Giving trade and post trade services to the clients. 4. Focusing on reactivation of dormant accounts. 5. Cross Selling of services/products offered. **Desired...

**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...

Urgently Hiring for the Equity Dealer. Designation - Equity Dealer. Location - Malad CTC- Upto 6 LPA **Key Responsibility: - ** - Advising HNI clients on the portfolios and cross selling of third party products. - For managing day to day or daily client risk. To coordinate with CSE for along with resolving client queries like software download, terminal...

**JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions in Private Equity Information Management. You have found the right team. As an Associate within our Private Equity Group, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment. **Responsibilities**: -...

Job ID: 33572 Location: Mumbai, IN Area of interest: Private Banking & Wealth Management Job type: Regular Employee Work style: Office Working Opening date: 4 Jul 2025 **Job Summary** - Assist assigned RMs to achieve financial targets by providing strong support to them. - Actively participate in the prevention of money laundering and fraud by strict...

GENERAL ROLE The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES - Revenue Generation - Customer Profiling - Activation of inactive clients - Increasing volumes and revenue...

**Job Summary** - Assist assigned RMs to achieve financial targets by providing strong support to them. - Actively participate in the prevention of money laundering and fraud by strict adherence and close diligence to the Bank's policies and procedures and the regulations. - Ensuring high quality customer service to PVB clients. - Ensuring internal and...

From 1 to 6 year(s) of experience - ₹ Not Disclosed by Recruiter - Mumbai**Roles and Responsibilities** Job Purpose : Dealer Funding Book of Auto, TW, CV, CE and CD is now touching almost 19000 crores. The Automobile business is going through a phase where on one side dealers are stocking in excess of 60 days and thereby not making sufficient profits and...

JOB DESCRIPTIONYou are a strategic thinker passionate about driving solutions in Private Equity and Investor Relations. You have found the right team.As a Private Equity Professional within our Private Equity Group (PEG) team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.Job...