PCG - Advisory Manager

Job 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 on equipping PCG advisors with comprehensive product knowledge, client relationship strategies, and market insights. The trainer will work closely with business...

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 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 ensure quality...

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...

Job DescriptionRoles and Responsibilities:- The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue- Cross selling third party products and inhouse products launched by Sharekhan from time to time- Servicing existing/ newly acquired clients of Sharekhan One segment.- Generate Interest Income by using...

Head of PCG OperationsA highly dynamic and challenging role awaits an experienced leader at a leading financial institution.Main Responsibilities:- Oversee overall operations, strategy, and performance of assigned departments or organizations.- Develop and implement policies, processes, and objectives to achieve organizational goals.- Foster collaboration...

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...

Position - VP AVP DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee IFA), Equity Broking1) Advising Ultra HNI clients on Equity, F&O- Equity Currency/ Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and...

We are seeking a highly experienced Fundamental Analyst – Equity Research to join our Professional Client Group (PCG). This role is pivotal in providing in-depth fundamental research and actionable investment insights that drive portfolio decisions for UHNI and Family Office clients .The analyst will evaluate companies, industries, and economic...

We are seeking a highly experienced Fundamental Analyst – Equity Research to join our Professional Client Group (PCG). This role is pivotal in providing in-depth fundamental research and actionable investment insights that drive portfolio decisions for UHNI and Family Office clients.The analyst will evaluate companies, industries, and economic trends,...