VP / AVP / DVP - PCG Advisor - Thane

The PCG Advisor will manage HNI/Ultra-HNI clients and family offices by offering customized wealth management solutions, · Execute trades on behalf of clients. · Acquire and Service portfolios of HNI/Ultra-HNI clients and family offices. · ...

We are looking for a PCG Advisor with experience in trading and order punching. The candidate should have knowledge of derivatives, options, cash and trading. · ...

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. · New client acquisition for Broking, Investment products –PMS/MF/Fixed Income and Insurance on as per assigned targets · Key Deliverables · 1. Ensure timely advice ...

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, ...

Job Purpose · Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. · New client acquisition for Broking, Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targets · Key Deliverables · 1. Ensure ...

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, ...

PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment Products · 1) 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 tra ...

1) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. · 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 ...

1) 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 produ ...

1) 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 produ ...

VP/ AVP/ DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee/IFA), Equity Broking · 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 ...

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

Roles responsible for managing HNI and UHNI client portfolios across equity broking and investment products · The role involves acquisition of new clients, advisory on equity, derivatives, mutual funds, PMS, AIFs, bonds, structured products, and other wealth solutions · The candi ...

Managing & handling high-net-worth clients portfolio. · Advising clients on market movements and trade-related activities. · ...

VP/ AVP/ DVP PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee/IFA/B2B), Equity Broking · 1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodit . Managing large customers with book size of 25lacs & above. · 2) Building strong rapport with Business Ass ...

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. · New client acquisition for Broking , Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targets · ...

To meet and understand customer needs and execute trades seamlessly. Disseminate the research calls to customers and sell/advise for Broking, structured products as well as third party products eg -Mutual Funds, Loans, Health insurance, Life Insurance etc. · ...

· Job Description: · Company Name: MOTILAL OSWAL · PCG Advisor JD · About this · Job Key Responsibilities: · • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. · • Individually handling clients with the book size of 25 lacs & above. · • Crea ...