PCG - Equity Advisor

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 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,...

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...

Company DescriptionGEPL Capital Pvt Ltd, based in Mumbai, has a client base of over 50k clients with assets under management in excess of $ 800 million. We serve our customers through our 22 offices and 150+ franchisee across the country . We have a loyal support of 180+ colleague who serve our clients needsRole DescriptionThis is a full-time, on-site role...

Certifications such as NISM, CFA, or CFP are preferredResponsibilities : (1) Client engagement (2)Advisory Services (3)Market Analysis (4) CompliancesStrong analytical and research skills with the ability to interpret financial data. Required Candidate profileExperience: Proven experience (2+ years) as an Equity Advisor, Investment Consultant, or similar...

Job DescriptionRetail- RM AdvisorLocation: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & DelhiDesignation: RM AdvisorRoles and Responsibilities:Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial...

Dealing mainly with investors assisting them with solutions in long term and short term equity/derivative Investments to suit their needs. Observing the volatility of current market situations and making clients informative so that Required Candidate profileExperience: 1–4 years in equity advisory, trading, investment banking.Certifications: NISM (Equity...

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...