PCG Advisor

Advisor – PCGReporting To -Group Advisory Leader – PCGLocation- MumbaiJob PurposeGenerate brokerage by advising HNI/PCG clients on equity portfolios.Manage investment & trading portfolios of existing and new clients.Drive new client acquisition.Handle investment products (IP) along with equity trading.Key DeliverablesDerivative trading.Independently...

???? Hiring: PCG Advisor | Mumbai Join a well-known Financial services provider organization as a Private Client Group Advisor to manage and grow HNI/UHNI relationships. Experience: 3–5 years in wealth management/private banking Key Skills: 1. Investment advisory & client acquisition 2. Strong knowledge of financial & third-party products (TPP)3....

_**Job Specifications**_ **Role Designation**: Group Leader **Department**: PCG Equities **Function**: Advisory **Reporting to**: Regional Head - PCG **Location**: Prabhadevi, Mumbai - **Job Purpose**_ The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goal are achieved as per projections for the...

Job PurposeTo design and deliver high-impact training programs that elevate the skills of the Private Client Group (PCG) team to deliver superior wealth management solutions. This role focuses on equipping PCG advisors with comprehensive product knowledge, client relationship strategies, and market insights. The trainer will work closely with business...

PCG Equity AdvisorShould have experience in handling HNI, UHNI,have experience in Trading and Order Punching,should have knowledge of derivatives, options, cash, and trading.Candidate should have exp in client acquisition and client servicing Required Candidate profileQualification: Graduation Experience: 3+ Years in Equity / MF / PMS / Broking Domain...

**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. -...

Advise HNI/PCG clients on equity & IP Manage portfolios (1 Cr+ book size) Drive client acquisition & trades Derivatives, Equity, Currency & Commodity advisory 5+ yrs exp, MBA/NCFM preferred

Role Designation: Manager/Sr. Manager –Trainer – Private Client GroupDepartment: TrainingFunction: TrainingReporting to: AVP - TrainingLocation: Prabhadevi, MumbaiJob PurposeTo design and deliver high-impact training programs that elevate the skills of the Private Client Group (PCG) team to deliver superior wealth management solutions. This role focuses...

Group Leader- PCG EquitiesLocation: MumbaiReporting to: Regional Head- PCGCompany: Motilal OswalAbout the role:The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goal are achieved as per projections for the financial year - To take initiatives in new business as given by the organization. To ensure quality...

Job Title: Advisor PCG Location: Mumbai Experience: Minimum 3 years in broking/trading domain Key Responsibilities: • Executing trades and order-punching across equity, derivatives, options, and cash segments •••• Managing and servicing an existing base of HNI & UHNI clients Acquiring new clients through research, events, referrals, or network...