PCG CAT-3 Dealing

DescriptionKey responsibilities and accountabilities To ensure active management of clients & achieve the target  active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To...

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...

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...

Job InformationJob Opening IDZR_718_JOBDate Opened09/17/2025IndustryFinancial ServicesWork Experience5-10 yearsJob TypeFull timeSalaryConfidentialCityMumbaiState/ProvinceMaharashtraCountryIndiaZip/Postal Code400069Job DescriptionAbout the Company: The Organization is a well established Indian multinational conglomerate, the position is for their financial...

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...

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...

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...

About the Role:We are looking for a dynamic and results-driven professional to join our Investment Banking division in an Origination role. The ideal candidate will have a strong network, proven deal origination skills, and the ability to develop and maintain relationships with corporate clients, private equity firms, and other stakeholders. The role...

Key ResponsibilitiesMust have experience in Equity Dealing of HNI Clients.Handling Business Development Activity & Supporting HNI Group to enhance Business & increasing productivity of HNI vertical.Helping in Advisory of Equity, Derivatives, CurrencyHNI Client Relationship ManagementExperience- Candidate should have minimum 3-5 yrs HNI client servicing...

Acquire PCG/HNI clients. Min 3 years of experience in client-facing roles with a strong focus on HNI and Ultra HNI client acquisition.