PCG - Equity Advisor

Company DescriptionNBFC ClientRole DescriptionThis is a full-time, on-site role for a Head - Broking/Equity/PCG, based in the Mumbai Metropolitan Region. The Team Lead will oversee broking and trading operations, manage equity portfolios, and provide personalized financial and investment solutions to clients. Responsibilities include leading and motivating a...

Role Designation: Manager/Sr. Manager –Trainer – Private Client GroupDepartment: TrainingFunction: TrainingReporting to: AVP - TrainingLocation: Prabhadevi, MumbaiJob 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...

Company DescriptionSBI Securities, an extension of the renowned SBI legacy, offers a broad range of investment products and services designed to cater to diverse financial goals. Our offerings include equity, derivatives, mutual funds, fixed deposits, bonds, insurance, loans, and Non-Convertible Debentures (NCDs). With our user-friendly trading platform, we...

Equity Advisor – Senior Executive AdvisorCompany:GEPL Capital Private LimitedLocation:MumbaiExperience:1–4 yearsEducation:Graduate + NISM Certification (Mandatory)About GEPL CapitalGEPL Capital Private Limited, winner of the"Maharashtra Best Employer Brand Award – 2018", is a reputed financial services organization with a robust nationwide presence of...

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...

Hi,Rushabh Mahadik here from Motilal Oswal Financial Services LtdPlease find the Job description for the same*We are looking at hiring Executive - Advisor FOCO ( Franchisee Office, Company Operated )*Business Offered - Broking & DistributionCTC - Will be as per discussionPosition - AdvisorDepartment - FOCO AdvisorKey Responsibilities:Responsible to generate...

Company DescriptionNBFC ClientRole DescriptionThis is a full-time, on-site role for a Team Lead - Broking/Equity/PCG, based in the Mumbai Metropolitan Region. The Team Lead will oversee broking and trading operations, manage equity portfolios, and provide personalized financial and investment solutions to clients. Responsibilities include leading and...

*Job Description: Inside Sales Role - Retail Sales Advisor* *Position*: Retail Sales Advisor   *Location*: Lower Parel   *Salary*: ₹2.75 LPA to ₹5.5 LPA + ₹4 Lac Incentive   *Working Days*: Monday to Friday (4th and 5th Saturdays are working)   *Working Hours*: 8.5-hour shift (Login between 9 AM - 10:30 AM, Log-out between 5:30 PM - 7:30...

Hiring Equity DealerLocation : Andheri East , MumbaiJob Description:Punching Trades on Behalf of Clients and Generating RevenuesClient ActivationKYC AquisitionIn House productsSolving client queriesJob Requirement:Graduate/ Post GraduateMinimum 1 Year broking experience mandatoryNISM series VIIl will be an added advantageJob Perks:Salary as per industry...

Job Purpose Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.New client acquisition for Broking, Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targets Key Deliverables 1. Ensure timely advice to customers for Equity and Derivative markets 2. Portfolio Review to...