Pcg Advisor

**Job Specifications** **Role Designation**: Advisor **Department**: PCG **Reporting to**: Group Advisory **Leader-PCG Location**: 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...

Job Profile- PCG Advisor SeniorLocation-HyderabadJob PurposeResponsible to Brokerage generation primarily through advising HNI clientson their Equity & Derivative portfolio.New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targetsKey Deliverables 1. Ensure timely advice to customers for Equity and...

Private Client Group - Equity AdvisorLocation: Chennai, Bangalore, HyderabadDesignation: 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...

Key ResponsibilitiesAdvise high net worth individuals on equity investments, derivatives, and currencies.Manage large customer accounts with a book size of 25 lakhs or more.Build strong relationships with business associates to increase revenue and quality service.Assist business associates in scaling their existing base and revenue through quality service...

**Job Description for Advisor - Commodities** **ROLES & RESPONSIBILITIES: -** - Advising Clients for Commodities and Currency products. - Punching orders on behalf of clients after their consent. - Generating Brokerage. - Passing on research calls and engaging clients to trade. - Activating clients for Commodities. - Handling important clients and servicing...

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 & complains of client's & solving it within...

Job Title: Relationship Manager PCGJob Description:Acquire and handle high net worth individual clients for the Private Client group with a book size of Rs. 25 lac and above.Advise UHNI/HNI clients on equity, derivatives, currency, and commodity markets and generate revenue from them.Cross-sell third-party products such as mutual funds, portfolio management...

**Job Types**: Full-time, Permanent **Salary**: ₹100,000.00 - ₹1,500,000.00 per year Schedule: - Fixed shift - Monday to Friday **Experience**: - total work: 5 years (preferred) - Private equity: 2 years (preferred) Work Location: In person

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) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products.3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment...