PCG Dealing

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)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...

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...

Company DescriptionFor a Leading Stock Broking and Invesment Advisory Firm with legacy of great performance.Role DescriptionThis is a full-time remote position for a PCG Dealing and Advisory Head. The position involves overseeing and managing the Private Client Group (PCG) dealing desk, developing and executing advisory strategies, and providing high-quality...

Company DescriptionFor a Leading Stock Broking and Invesment Advisory Firm with legacy of great performance.Role DescriptionThis is a full-time remote position for a PCG Dealing and Advisory Head. The position involves overseeing and managing the Private Client Group (PCG) dealing desk, developing and executing advisory strategies, and providing high-quality...

Company Description For a Leading Stock Broking and Invesment Advisory Firm with legacy of great performance. Role Description This is a full-time remote position for a PCG Dealing and Advisory Head. The position involves overseeing and managing the Private Client Group (PCG) dealing desk, developing and executing advisory strategies, and providing...

Company Description For a Leading Stock Broking and Invesment Advisory Firm with legacy of great performance. Role Description This is a full-time remote position for a PCG Dealing and Advisory Head. The position involves overseeing and managing the Private Client Group (PCG) dealing desk, developing and executing advisory strategies, and providing...

Company Description For a Leading Stock Broking and Invesment Advisory Firm with legacy of great performance. Role Description This is a full-time remote position for a PCG Dealing and Advisory Head. The position involves overseeing and managing the Private Client Group (PCG) dealing desk, developing and executing advisory strategies, and providing...

About the Company The Organization is a well established Indian multinational conglomerate the position is for their financial services Broking domain Position Assistant Manager Manager - PCG - HNI Sales Location Andheri E Years of work exp 4 years Industry Broking only Age up to 40 years only Role The primary responsibility of this role is to acquire PCG...

The primary responsibility of this role is to acquire PCG Private Client Group HNI High Net-worth Individual clients and ensure a smooth transition to the dealing team Additionally the role involves actively managing the HNI desk ensuring client satisfaction retention and growth of the HNI portfolio Key Result Areas Supporting ActionsHNI PCG Business...

Key responsibilities and accountabilities 1 To ensure active management of clients achieve the target active AUM 2 To be responsible for identifying customer needs assessing their risk appetite and providing them investment options 3 To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4 To achieve...

Job Description Job Overview : Findoc is seeking an experienced and dynamic Manager of Premier Client Group (PCG) Desk to join our team. This individual will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions. The ideal candidate will have a thorough...

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...