Head - Broking / Equity / PCG

PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment Products1) 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...

Company DescriptionNBFC ClientRole DescriptionThis is a full-time, on-site role for a Team Lead - Broking/Equity/PCG, based in the Mumbai Metropolitan Region. The Team Lead will oversee broking and trading operations, manage equity portfolios, and provide personalized financial and investment solutions to clients. Responsibilities include leading and...

Role Designation: Manager/Sr. Manager –Trainer – Private Client GroupDepartment: TrainingFunction: TrainingReporting to: AVP - TrainingLocation: Prabhadevi, MumbaiJob PurposeTo design and deliver high-impact training programs that elevate the skills of the Private Client Group (PCG) team to deliver superior wealth management solutions. This role focuses...

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds...

Location: MumbaiCompany: Choice Equity Broking Private LimitedWebsite: About UsChoice Equity Broking Private Limited is a leading Indian broking firm dedicated to providing innovative and reliable financial solutions. We are committed to delivering exceptional value to our clients through a combination of deep market knowledge, cutting-edge technology, and...

Company DescriptionFounded in 1960, Kunvarji has grown into a leading conglomerate known for its commitment to trust, integrity, and excellence. With over six decades of experience, the company has a diversified presence in Wealth Solutions, Agri Commodities, Real Estate Advisory, Merchant Banking, Tech Solutions, and Insurance Broking. Headquartered in...

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)Update clients for orders and trade on the recorded line.4)Maintain active clients as per the defined norms.5)Activate dormant clients.6)Ensure resolution of...

Job Description:About EquirusEquirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.We pride ourselves in being a trusted Investment bank servicing customer with best results in advisory in their investments, best...

Regional Head - Stock Broking & Investment Products, B2B Franchisee & Partner AlliancesAchieve given AUM and Revenue targets Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares,...

Job Description:About EquirusAbout Equirus WealthEquirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.For more details you can visit us at Equirus Wealth is a holistic Wealth Management platform founded in 2018...