
Pcg Advisor
4 days ago
more than 3 years Broking experiance mendatory
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 & complains of client's & solving it within TAT.
- Acquiring new clients & retaining the old clients by periodic meetings.
- Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
**Salary**: ₹400,000.00 - ₹1,000,000.00 per year
**Benefits**:
- Cell phone reimbursement
- Flexible schedule
- Health insurance
- Internet reimbursement
- Life insurance
- Provident Fund
Schedule:
- Day shift
- Morning shift
Supplemental pay types:
- Commission pay
- Joining bonus
- Overtime pay
- Performance bonus
- Quarterly bonus
- Yearly bonus
**Experience**:
- Broking: 1 year (required)
**Speak with the employer**
+91 8976105701
-
Lead Wealth Strategist
5 days ago
Kolkata, Surat, Ahmedabad, India beBeeWealth Full time ₹ 8,00,000 - ₹ 12,00,000Lead Wealth Strategist - PCG AdvisoryWe are seeking experienced and driven professionals to join our Private Client Group (PCG) Advisory team. In this role, you will be responsible for acquiring, managing, and advising Ultra High Net Worth (UHNI) and High Net Worth (HNI) clients.Key Responsibilities:Acquire and manage UHNI/HNI clients for the PCG, focusing...
-
Pcg Advisor
8 minutes ago
Ahmedabad, India Ishatva Management Solutions Full time**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 & complains of...
-
Senior Investment Advisor
2 days ago
Ahmedabad, Kolkata, Surat, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000Job Description:Provide advisory services to high net worth individuals, focusing on equity, currency, and commodity markets. Manage a portfolio of large customers with significant investment capacity.Develop strong relationships with business associates, including partners, franchisees, and independent financial advisors, to increase business scalability...
-
Market Strategist
2 days ago
Ahmedabad, Gujarat, India beBeeEquity Full timeAs a skilled equity dealer and advisor, you will be responsible for trading on behalf of clients with zero dealing errors.You will also advise clients on which scripts to buy, sell, or hold based on research reports and market knowledge.Your role will involve maintaining active client categories, activating dormant clients, and resolving client queries.You...
-
Advisor-pcg (Commodities & Currency)
3 days ago
Ahmedabad, Gujarat, India Serving Skill Full timeJOB Description: - Advising HNI/Ultra HNI clients on currency & commodity products. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. Desired Skill Set: - Any Graduate with minimum experience of around 2-5 years into stock broking industries. - individuals who...