PCG - Equity Advisor

PCG Equity AdvisorShould have experience in handling HNI, UHNI,have experience in Trading and Order Punching,should have knowledge of derivatives, options, cash, and trading.Candidate should have exp in client acquisition and client servicing Required Candidate profileQualification: Graduation Experience: 3+ Years in Equity / MF / PMS / Broking Domain...

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...

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

Job Title: Advisor – PCG Location: Mumbai, Hyderabad, Chennai, BangaloreExperience: Minimum 3 years in broking/trading domainNotice Period / Gap: Up to 60 daysCertification: NISM VIIIKey Responsibilities:Executing trades and order-punching across equity, derivatives, options, and cash segmentsManaging and servicing an existing base of HNI & UHNI...

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...

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...

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...

Job Title: Advisor – PCG Team Lead Location: Mumbai Experience: Minimum 5 years in broking, with team-handling experience Notice Period / Gap: Up to 10 days Key Responsibilities: Playing-Captain Role: Responsible for own P&L delivery while managing and mentoring a team Attract, onboard, and lead a team of 4–5 advisors & traders Execute trades and orders...

Job Title: PCG Advisor (Indian Equity Market) – NBFC-Mumbai-PrabhadeviNB: The role demands two skills-Terminal operation and selling of TPP, Only local candidates from Mumbai & Navi Mumbai with local market experience. No relocation is possible.CTC: Up to 22 LPARole Objective:Manage and grow HNI/UHNI client relationships by advising on equities,...

SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & InvestmentsThe main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and...