PCG Advisor

PCG Advisor/ B2B Franchisee Partner Alliance-Equity&Investment Products1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products.3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual...

Roles & Responsibilities:Manage end-to-end recruitment cycle from sourcing, screening, interviewing to offer roll-out & onboarding. Focused hiring for PCG Sales & Advisor (mid-level roles) across wealth & equity markets. Partner with business heads & hiring managers to understand manpower needs and design effective hiring plans. Source candidates via job...

1) Advising HNI/Ultra HNI clients on currency & commodity products.2) Individually handling clients with the book size of 25 lacs & above.3) Creation of revenue & Activation of clients through effective Advisory.4) Coordinating with clients for their daily trades in Commodity & Currency.5) Help customers to Execute trade online and place orders on behalf of...

Lead Wealth Strategist - PCG AdvisoryWe are seeking experienced and driven professionals to join our Private Client Group (PCG) Advisory team. In this role, you will be responsible for acquiring, managing, and advising Ultra High Net Worth (UHNI) and High Net Worth (HNI) clients.Key Responsibilities:Acquire and manage UHNI/HNI clients for the PCG, focusing...

Client Advisor Job DescriptionWe are looking for a skilled Client Advisor to join our team. This role involves advising high net worth clients on equity and other financial products.The ideal candidate will have experience in managing large customer books and building strong relationships with business associates. They should also be able to provide deep...

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket size of Rs25Lac and above2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs...

Job Description:Provide advisory services to high net worth individuals, focusing on equity, currency, and commodity markets. Manage a portfolio of large customers with significant investment capacity.Develop strong relationships with business associates, including partners, franchisees, and independent financial advisors, to increase business scalability...

1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/ Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on...

About the RoleAs an Equity Advisor, you will be responsible for trading and dealing in shares on behalf of clients with a 0% error rate.Trading/Dealing in Shares/Stocks/Equities for clients with minimal errors.Offer advice to clients on which stocks to buy, sell, or hold based on research reports and market knowledge.Maintain active client status according...

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 Title: Equity Advisor">">Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error.Advising clients on stock purchases, sales, and holdings based on market research reports and industry knowledge.Maintaining active client relationships as per defined norms.Reactivating dormant client accounts.Resolving client queries in a...