PCG Equity Advisor

PCG Advisor Broking CompaniesLooking min 4 Years of experience as Equity DealerDealing with HNI ClientDealing in PMS , AIF and Mutual fundsDo HNI Client Acquisition NISM - 8 is mandatory

Job Specifications Role Designation Advisor Department PCG Function Advisory Company Motilal Oswal Financial Services Ltd Reporting to Group Advisory Leader-PCG Location Kolkata Job Purpose Responsible for Brokerage generation primarily through advising HNI clients on their Equity Derivative portfolios New client acquisition for Broking Investment products -...

PCG Advisor - connect hr - 863 833 0959 Any Graduate/ MBA in finance/ NCFM 3 Years Experience required from Equity, MF ,PMS / Broking understanding of capital market Responsibilities - Ensure timely advice to customers for Equity and Derivative markets. Portfolio Review to be done monthly with clients for deepening the Client relationship. Ensure...

JOB DESCRIPTION SUMMARY Job Title: PCG Advisor Experience: Minimum 4 years Location: Ahmedabad, Hyderabad, Bangalore, Mumbai, Surat Key Responsibilities: • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients...

JOB DESCRIPTIONSUMMARY Job Title: PCG Advisor Experience: Minimum 4 years Location: Ahmedabad, Hyderabad, Bangalore, Mumbai, Surat Key Responsibilities: • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients...

**Job Title: PCG Advisor Key Responsibilities**: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries &...

Job Title: Advisor – PCG Location:Mumbai, Hyderabad, Chennai, Bangalore Experience:Minimum 3 years in broking/trading domain Notice Period / Gap:Up to 60 days Certification:NISM VIIIKey Responsibilities: Executing trades and order-punching across equity, derivatives, options, and cash segments Managing and servicing an existing base of HNI & UHNI clients...

**Job Title: PCG Advisor Key Responsibilities**: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries &...

PCG ADVISOR - JDDesignation: Equity AdvisorRoles and Responsibilities:Execute trades on behalf of clients, aligning with their investment strategies and preferences.Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.Promote and cross-sell third-party investment products, including...

Will be advising PCG client on Equity investmentsMaintaining the portfolio of equityDeveloping rapport with Clients. Meeting brokerage targets. If interested pls connect , Required Candidate profileGraduate with NISM VIIIPrior exprience of handling PCG Clients with large AUMPrior exp both cash and derivative market. Good communication and presentation...