Pcg Desk Advisor

**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...

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...

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...

Designation - PCG Equity Advisor Location - Connaught Place, Delhi Experience - 1+ years Notice - Immediate Joiners or currently serving. Key skills - Equity Advisor, Advisory Manager, NISM/NSE, Portfolio Management, Investment Advisor. Industry - Financial Industry **JD** - Advising Super HNI clients on Equity, Derivatives, currency & commodity...

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 &...

**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 RM**: Reporting to: PCG Desk Head through networking, data base, and market intelligence. And he/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence. Promote Focus Product of the month Maintain records of business on internal software CRM etc. industries and managing bank AUM of...

Company : Anand Rathi Job Specifications Profile :PCG RM Designation Assistant  : Manager & above PRIMARY JOB RESPONSIBILITIES Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. He/she should have a maximum number of own clients relationship and he/she should be aware...