PCG ADVISOR

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...

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...

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...

1) Advising HNI/Ultra HNI clients on currency & commodity products.2) Individually handling clients with the book size of 25 lacs & above.3) Creation of revenue & Activation of clients through effective Advisory.4) Coordinating with clients for their daily trades in Commodity & Currency.5) Help customers to Execute trade online and place orders on behalf of...

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...

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...

PCG (Pvt Client Group) 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 &...

PCG (Pvt Client Group) 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 &...

1) Advising HNI/Ultra HNI clients on currency & commodity products.2) Individually handling clients with the book size of 25 lacs & above.3) Creation of revenue & Activation of clients through effective Advisory.4) Coordinating with clients for their daily trades in Commodity & Currency.5) Help customers to Execute trade online and place orders on behalf of...

Advising Super HNI clients on Equity & commodity Markets Cross selling of other products like Mutual fund, PMS, Insurance. Revenue Generation & Activation of clients Interested candidates can also their CVs at Required Candidate profile1 Years of Dealing/Advising Exp. in Stock Market in handling HNI/PCG/NRI clients Achieve given target of revenue...

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) 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...