PCG / Retail Advisor - TEAM LEAD

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...

Role Designation: Sr. Advisor Department: PCG Company: MOFSL Function: Advisory Reporting to: Group Advisory Leader-PCG Location: Hyderabad, Bangalore, Chennai Job Purpose Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment Key Deliverables 1. Ensure the timely delivery of customized equity advise to ...

Opening for a leading Stock Broking Firm **RM-Retail/PCG** 2. Responsible for third party business also like Mutual Funds and PMS **Advisor** - Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2. To keep abreast...

Job Specifications Role Designation Advisor Department PCG Function Advisory Company Motilal Oswal Financial Services Ltd Reporting to Group Advisory Leader-PCG Location Kolkata Job Purpose Responsible for Brokerage generation primarily through advising HNI clients on their Equity Derivative portfolios New client acquisition for Broking Investment products -...

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,...

Company: NBFC Profile: PCG- Advisor 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 the market to the clients. - To improve Market...

Job Title: Advisor PCG Location: Mumbai Experience: Minimum 3 years in broking/trading domain Key Responsibilities: • Executing trades and order-punching across equity, derivatives, options, and cash segments •••• Managing and servicing an existing base of HNI & UHNI clients Acquiring new clients through research, events, referrals, or network...

Job SpecificationsRole Designation: Sr. AdvisorDepartment: PCGFunction: AdvisoryCompany: MOFSLReporting to: Group Advisory Leader-PCGLocation: Hyderabad, Bangalore, Ahmedabad, Chennai, MumbaiJob PurposeResponsible for ensuring timely delivery of relevant equity advise to the PCG customer segment. Must have strong client base.Key DeliverablesEnsure the timely...

Hiring Equity Dealers / PCG Dealers for Axis Securities & Kotak Securities. Should have experience in equity dealing, client management & trading desk operations. Execute equity trades on behalf of clients( Retail / HNI / PCG clients) Required Candidate profileGraduate / Postgraduate (Finance, Commerce preferred) NISM Series VIII Certification Sound...

Job Description 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 &...