PCG Dealing

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 InformationJob Opening IDZR_718_JOBDate Opened09/17/2025IndustryFinancial ServicesWork Experience5-10 yearsJob TypeFull timeSalaryConfidentialCityMumbaiState/ProvinceMaharashtraCountryIndiaZip/Postal Code400069Job DescriptionAbout the Company: The Organization is a well established Indian multinational conglomerate, the position is for their financial...

DescriptionKey responsibilities and accountabilities · To manage a team of dealers and drive business through them.· To ensure active management of clients & achieve the target  active AUM· To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options· To provide regular updates to the clients...

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)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)Update clients for orders and trade on the recorded line.4)Maintain active clients as per the defined norms.5)Activate dormant clients.6)Ensure resolution of...

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...

Key ResponsibilitiesMust have experience in Equity Dealing of HNI Clients.Handling Business Development Activity & Supporting HNI Group to enhance Business & increasing productivity of HNI vertical.Helping in Advisory of Equity, Derivatives, CurrencyHNI Client Relationship ManagementExperience- Candidate should have minimum 3-5 yrs HNI client servicing...

Job Description - Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. - Update clients for orders and trade on the recorded line. - Maintain active clients as per the defined norms. - Activate dormant clients. - Ensure resolution of clients query. - Maintain records of business on internal software. - Liaison with branches...

Job Description QuickTurtle is seeking a proficient Equity Dealer cum Advisor to join our Private Client Group (PCG) Broking team. This dual-role requires a professional who can execute trades flawlessly, provide astute market advice to HNI clients, and actively contribute to client acquisition and retention. Key Responsibilities - Trading / Dealing: Execute...

The 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 Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management...

Job Description - Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. - Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. - Update clients for orders and trade on the recorded line. - Maintain active clients as per the defined norms. - Activate dormant clients....

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...

Responsibilities Identify prospect onboard new clients HNI family offices institutional Pitch and close investment solutions across equity derivatives PMS fixed income AIFs global equities unlisted private deals Understand client goals risk appetite financial situation structure tailored portfolios and advice Cross-sell and deepen wallet share of existing...