Current jobs related to Advisor-pcg - Mumbai Maharashtra - Serving Skill

  • Advisor

    4 days ago

    Mumbai, Maharashtra, India Happy Staffers Full time

    _**Job Specifications**_ - _**Role Designation: Sr. Advisor Department: PCG**_ - _**Function: Advisory Company: MOFSL**_ - _**Reporting to: Group Advisory**_ - _**Leader-PCG Location: Mumbai**_ Job Purpose Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment Key Deliverables 1. Ensure the timely delivery of...

  • PCG Equity

    2 weeks ago

    Mumbai, Maharashtra, India Virtuous Advisors & Resources Private Ltd (Virtuous Resources) Full time

    About the role: The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goal are achieved as per projections for the financial year - To take initiatives in new business as given by the organization. To ensure quality deliverables within stipulated timelines - To ensure all processes are followed keeping in mind...

  • 15h Left: PCG Equity

    4 weeks ago

    Mumbai, Maharashtra, India Virtuous Advisors & Resources Private Ltd (Virtuous Resources) Full time

    About the role:The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goal are achieved as per projections for the financial year - To take initiatives in new business as given by the organization. To ensure quality deliverables within stipulated timelines - To ensure all processes are followed keeping in mind...

  • Group Leader- PCG Equities 15h Left

    2 weeks ago

    Mumbai, Maharashtra, India Virtuous Advisors & Resources Private Ltd (Virtuous Resources) Full time

    Job DescriptionGroup Leader- PCG EquitiesLocation: MumbaiReporting to: Regional Head- PCGCompany: Motilal OswalAbout the role:The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goalare achieved as per projections for the financial year - To take initiatives in new business as given by theorganization. To...

  • Chief Commodities Advisor

    7 days ago

    Mumbai, Maharashtra, India beBeeLeadership Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Senior Advisory PositionThe Role of Senior Advisory is to lead the PCG advisory team for commodities vertical in a top broking setup.This role requires leading and maintaining the profit and loss of the team/branch monthly, as well as delivering customized equity advice to assigned PCG customers as per defined timelines.About Our Client A leading financial...

  • Hni Pcg Sales

    6 days ago

    Mumbai, Maharashtra, India Hunarstreet Technologies Pvt Ltd Full time

    Getting productivity from HNI clients in Portfolio Management Services (PMS), - Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned - in terms of cross selling, enhancing and upgrading the High Net Worth - relationships. He is also responsible for selling Insurance. - 1. Getting productivity from channel in Portfolio Management...

  • Pcg Product

    3 days ago

    Mumbai, India Kotak Securities Full time

    **JOB ROLE** - To manage the product team. - To manage the relationship with external fund houses which are product manufacturers. - To implement relevant strategic & tactical management initiatives. - To support the channel by assisting them with timely reverts on their MIS related queries. - To analyze and data mine to generate relevant reports and outputs...

  • Pcg Cat2- Support

    4 days ago

    Mumbai, India Kotak Securities Full time

    Run various digital campaigns for PCG - Manage DIY account opening process - Manage lead distribution from landing page - Follow up with internal stakeholders(TL/dealers) for audit /compliance requirement - Collaborate with marketing team for various initiatives - Work closely with product owners and drive business

  • Pcg Advisor

    3 hours ago

    Mumbai, India Acme Services Full time

    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 & complaints of client's & solving it within TAT. -...

  • Private Client Group Advisor

    6 days ago

    Mumbai, Maharashtra, India AV Full time

    **Private Client Group (PCG) Advisor _ Aaditya Birla Capital** PCG should have client Acquisitions and Client based experienced Starting from 2 Years’ Experience Having HNI and Ultra HNI experience. Positions: 10 Location : 3RD Floor, 301, A Wing Cello Triump ,I B Patel Road ,Opp. Laghu Udyog ,Goregaon East Mumbai 400063 **Key Result...

Advisor-pcg

3 weeks ago

Mumbai Maharashtra, India Serving Skill Full time

**Job Summary**:
The PCG Advisor is responsible for providing tailored financial advice to high-net-worth individuals and families. They develop and manage client relationships, understand clients' financial goals, and provide strategies to manage wealth effectively. The role combines client service, financial planning, investment management, and business development.

**Key Responsibilities**:

- **Client Relationship Management**: Establish and maintain strong relationships with high-net-worth clients, understanding their financial goals and needs.
- **Wealth Management**: Develop customized wealth management strategies, including investment planning, asset allocation, tax planning, retirement planning, and estate planning.
- **Financial Planning**: Work with clients to create comprehensive financial plans that address short
- and long-term goals.
- **Investment Advisory**: Provide advice on investment opportunities, risk management strategies, and portfolio diversification to optimize client assets.
- **Market Knowledge**: Stay up-to-date with financial markets, economic trends, and relevant regulations to ensure clients receive informed advice.
- **Business Development**: Prospect and acquire new clients to grow the advisor’s book of business.
- **Collaboration**: Work with other professionals, including estate planners, attorneys, and accountants, to ensure clients receive holistic financial advice.
- **Client Education**: Regularly educate clients on their investments and market conditions to foster a deeper understanding of their portfolios.
- **Compliance & Documentation**: Ensure all activities comply with regulatory standards and maintain proper documentation.

**Qualifications**:

- Bachelor's degree in Finance, Business, Economics, or a related field.
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation preferred.
- 5+ years of experience in wealth management or financial advisory roles.
- Strong communication and interpersonal skills, with the ability to interact with high-net-worth clients.
- In-depth knowledge of financial products, services, and investment strategies.
- Ability to work independently and manage multiple clients simultaneously.
- Strong business acumen and entrepreneurial mindset.
- Proficient in financial planning software, portfolio management tools, and Microsoft Office.

**Compensation & Benefits**:

- Competitive salary and performance-based bonuses.
- Health, dental, and vision insurance.
- Retirement savings plan options.
- Professional development opportunities.

**Benefits**:

- Health insurance
- Life insurance

Schedule:

- Monday to Friday

Supplemental Pay:

- Performance bonus
- Yearly bonus

Work Location: In person