PCG Equity Advisor

18 hours ago


Delhi Kolkata NCR Pune, India Genius Consultants Full time ₹ 9,00,000 - ₹ 15,00,000 per year

Private Client Group - Equity Advisor

Location: Pune,Kolkata,Delhi

Designation: Equity Advisor (PCG)

Roles 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 Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP).
  • Acquire new clients while maintaining and nurturing long-term relationships with existing clients.
  • Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement.

Preferred Candidate Profile:

  • Educational Qualification: Postgraduate degree required.
  • Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm.
  • Hands-on experience in broking with a strong understanding of financial products and market trends.
  • Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients.
  • Certification: NISM Series VIII certification is mandatory.
  • Strong expertise in client acquisition, retention strategies, and sales target achievement.
  • Prior experience in the broking industry is a must.

Regards,

Sandipa D


  • Pcg Equity Advisor

    2 weeks ago


    Delhi, Delhi, India For MNR Solutions Client Full time

    Designation - PCG Equity Advisor Location - Connaught Place, Delhi Experience - 1+ years Notice - Immediate Joiners or currently serving. Key skills - Equity Advisor, Advisory Manager, NISM/NSE, Portfolio Management, Investment Advisor. Industry - Financial Industry **JD** - Advising Super HNI clients on Equity, Derivatives, currency & commodity...

  • Equity Advisor- Pcg

    2 weeks ago


    Kolkata, West Bengal, India Chanak Resources Solution Private Limited Full time

    **Job Specifications** **Role Designation**: Advisor **Department**: PCG **Reporting to**: Group Advisory **Leader-PCG Location**: Kolkata/Mumbai/Hyderabad **Job Purpose** Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking, Investment products...

  • Advisor-pcg

    6 days ago


    Kolkata, West Bengal, India Motilal Oswal Full time

    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 Desk Advisor

    2 weeks ago


    Delhi, India Anand Rathi Full time

    **JD for PCG Desk Head: Handling Team of PCG Relationship Managers and Advisors. Acquiring high value relationships into the HNI & Ultra HNI Clients (EQUITY). Managing Large Trader Clients/Big Ticket size Client Acquisition & service. Managing relationship of HNI clients, retaining & enhancing advisory relationship To generate revenue from new...

  • Pcg Advisor

    5 days ago


    Kolkata, West Bengal, India Wrixty Services pvt Limited Full time

    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...

  • Advisor - PCG

    4 days ago


    New Delhi, India KG Engineering & Consultancy Full time

    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...

  • Pcg Advisor

    2 weeks ago


    Delhi, India Anand Rathi Full time

    **JD for PCG Advisor** Reporting: PCG Desk Head Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. Understanding of Derivative Strategies. To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to...

  • Pcg Advisor

    3 days ago


    Kolkata, West Bengal, India Serving Skill Full time

    **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,...

  • Pcg- Advisor

    1 week ago


    Kolkata, West Bengal, India Veena Placement Services Full time

    Company: NBFC Profile: PCG- Advisor Job Responsibilities: - Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. - Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients. - To improve Market...

  • Advisor -PCG TL

    6 days ago


    New Delhi, India KG Engineering & Consultancy Full time

    Job Title: Advisor – PCG Team LeadLocation: MumbaiExperience: Minimum 5 years in broking, with team-handling experienceNotice Period / Gap: Up to 10 daysKey Responsibilities:- Playing-Captain Role: Responsible for own P&L delivery while managing and mentoring a team - Attract, onboard, and lead a team of 4–5 advisors & traders - Execute trades and orders...