PCG Advisor

Role of PCG Advisor with a leading broking and financial services firm. Reach out on or

**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. -...

Role & responsibilities:Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs.Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets.Create and manage diversified investment portfolios.Maintain accurate records of client interactions, transactions, and KYC...

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...

JOB DESCRIPTION SUMMARY 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,...

KEY RESPONSIBILITIESAdvising clients on the portfolios and cross selling of third party products.Franchisee equity advisory - to convince the HNI clients of the franchisees to work on our calls and generate business.Business analysis and business development by giving training and seminars.For managing day to day or daily client risk. To coordinate with CSE...

Role : Advisor - PCGJob Location - Motilal Oswal Tower, PrabhadeviKEY RESPONSIBILITIESDerivative Trading.Individually handling clients with the book size of 1cr & above.Seamless execution of trades on terminalProfiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.Advising Super HNI...

1) 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 quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on...

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. Required Candidate profileCross selling of other products like Mutualfund,PMS,Insurance.Monitoring &enhancing Advisor'sAdvising skills...

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 Insurance on as per assigned targets Key Deliverables 1. Ensure timely advice to customers for Equity and Derivative markets 2. Portfolio Review to...