Advisor- PCG

Job Description Profile PCG Advisor Designation Assistant Manager & above PRIMARY JOB RESPONSIBILITIES  Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.  Generate direct brokerage revenues by advising various trading & stock ideas based on...

· Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients.· To improve Market share in Trading and Delivery calls through our advisory calls...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate...

1) 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 Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment...

Job PurposeResponsible for managing a team of premier IFA's and achievement of the sales target expected from those set of distributors.To ensure attainment of maximum market share from these set of IFA'sJob Context & Major ChallengesJob ContextRetail is an equally important arm of the MF business as compared to institutional. It helps the AMC garner equity...

Aditya Birla Sun Life AMC LtdSenior RM_MFD_BangaloreLocation: Bangalore - M G Road, KarnatakaJob PurposeResponsible for managing a team of premier IFA's and achievement of the sales target expected from those set of distributors.To ensure attainment of maximum market share from these set of IFA'sJob Context & Major ChallengesJob Context:Retail is an equally...

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 the ethos of the...

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. •...

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. •...

PCG ADVISOR - JDDesignation: Equity AdvisorRoles and Responsibilities:Execute trades on behalf of clients, aligning with their investment strategies and preferences.Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.Promote and cross-sell third-party investment products, including...

Job Description QuickTurtle is looking for an experienced and dynamic Advisor - PCG (Commodities & Currency) to join our team. In this role, you will be responsible for providing expert advice to High Net Worth (HNI) and Ultra HNI clients on commodity and currency products, driving revenue, and ensuring exceptional client service. Key Responsibilities -...

Job Description - Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. - Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. - Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs...

Job Description - Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. - Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. - Keep clients in active category as per the defined norms. - Activate dormant clients. - Resolve client querries. - Maintain records of...

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) Keep clients in active category as per the defined norms.4) Activate dormant clients.5) Resolve client querries.6) Maintain records of business on...

Job Description - Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. - Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. - Update clients for orders and trade on the recorded line. - Maintain active clients as per the defined norms. - Activate dormant clients....

Job Description - Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. - Build rapport with these Partners & help them on-board their clients across products. - Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS),...