Sr. Advisor PCG

Advisor – PCGReporting To -Group Advisory Leader – PCGLocation- MumbaiJob PurposeGenerate brokerage by advising HNI/PCG clients on equity portfolios.Manage investment & trading portfolios of existing and new clients.Drive new client acquisition.Handle investment products (IP) along with equity trading.Key DeliverablesDerivative trading.Independently...

Job PurposeTo design and deliver high-impact training programs that elevate the skills of the Private Client Group (PCG) team to deliver superior wealth management solutions. This role focuses on equipping PCG advisors with comprehensive product knowledge, client relationship strategies, and market insights. The trainer will work closely with business...

This Opportunity is with a leading Financial Services company for their office in Mumbai locationRole: Sr. PCG AdvisorExperience: YearsJob Description:Roles & Responsibilities:Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs.Recommend suitable investment products such as mutual funds, equities, bonds, insurance,...

Advise HNI/PCG clients on equity & IP Manage portfolios (1 Cr+ book size) Drive client acquisition & trades Derivatives, Equity, Currency & Commodity advisory 5+ yrs exp, MBA/NCFM preferred

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) 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...

Job Description : Sr Advisor- CAT Modeling Position: Sr Advisor- CAT ModelingExperience: 1 Years to 8 YearsLocation: MumbaiDiscipline: Python EngineerJob Type: Permanent Contact Name: Simran BhatiaContact Email: Job Ref: 79334Published: about 12 hours agoSenior Advisor Catastrophe Modeling (Tech Team | Analytics) Mumbai Summary An excellent opportunity...

Work experience - Min 6-10 years experience in driving HNI business.Roles and ResponsibilitiesMust have experience in Equity Dealing of HNI Clients.Handling Business Development Activity & Supporting HNI Group to enhance Business & increasing productivity of HNI vertical.Driving Equity & Third Party Business for given product in coordination with Regional...

Role : Advisor - PCGJob Location - Motilal Oswal Tower, PrabhadeviKEY RESPONSIBILITIESDerivative Trading.Individually handling clients with the book size of 1cr & above.Seamless execution of trades on terminalProfiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.Advising Super HNI...

Job Description Sr Advisor- Reinsurance Location: MumbaiDiscipline: ReinsuranceJob type: PermanentContact name: Shubhi KumarContact email: Job ref: 69284Published: 8 days ago Advisor / Senior Advisor Reinsurance Strategy and Analytics - 1 year - Mumbai/Bangalore Summary: We are hiring for a highly motivated individual with a strong background in...