Pcg Equity Advisor

About the Role:We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team.Key Responsibilities:Deliver timely and...

About the Role:We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team.Key Responsibilities:- Deliver timely and...

**JD for PCG Desk Head: Handling Team of PCG Relationship Managers and Advisors. Acquiring high value relationships into the HNI & Ultra HNI Clients (EQUITY). Managing Large Trader Clients/Big Ticket size Client Acquisition & service. Managing relationship of HNI clients, retaining & enhancing advisory relationship To generate revenue from new...

JOB DESCRIPTIONSUMMARY Job Title: PCG Advisor Experience: Minimum 4 years Location: Ahmedabad, Hyderabad, Bangalore, Mumbai, Surat Key Responsibilities: • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients...

**Job Title: PCG Advisor Key Responsibilities**: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries &...

Job Title: PCG AdvisorKey Responsibilities:• Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.• Individually handling clients with the book size of 25 lacs & above.• Creation of revenue & Activation of clients through effective Advisory.• Cross selling of other products like Mutual fund, PMS, Insurance.• Handling...

**Job Title: PCG Advisor Key Responsibilities**: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries &...

**JD for PCG Advisor** Reporting: PCG Desk Head Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. Understanding of Derivative Strategies. To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to...

JOB DESCRIPTION SUMMARY Job Title: PCG Advisor Key Responsibilities: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS,...

**Role**:PCG Advisor **Experience**: 3+years **Location**:New Delhi **Key Responsibilities**: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products...