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...

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...

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...

Dealer - Debt Market ( Deal Placement Desk )Location: Mumbai - Goregaon EastDepartment: Debt Capital Markets - Deal PlacementReports To: Head - Debt Market (Deal Placement Desk)Role Overview:The Dealer Deal Placement Desk will be responsible for distributing and placing fixed-income products with investors, driving subscriptions for debt issuances, and...

Dealer - Debt Market (Deal Sourcing Desk)Location: Mumbai - Goregaon EastDepartment: Debt Capital Markets - Deal SourcingReports To: Head - Debt Market (Deal Sourcing Desk)Role Overview:The Dealer - Deal Sourcing Desk will be responsible for supporting origination of debt mandates by identifying potential issuers, maintaining client relationships, and...

COMPANY OVERVIEWSMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 150 offices and 86,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui...

There's likely a reason you've taken the time out of your busy day to review this opportunity at PulsePoint. Maybe you're in need of a change or there's "an itch you're looking to scratch." Whatever the reason, ask yourself the following questions:Do you want to join a company that takes pride in the work they do?Do you want to work for a company that helps...

Business Development Analyst- M&A, PE, Deal Sourcing, Deal OriginationLocation:Mumbai (India)Company:Operating group of a listed global software companyAbout the companyOur client is an operating group of a listed international company thatacquiresvertical market software companies and acts as perpetual owner for these businesses.They currently have over 190...