Mumbai
Full-Time
Mid-Level: 4 to 8 years
6L - 15L (Per Year)
Posted on Nov 12 2024

About the Job

Skills

#EquityDealing
#HNI
#PCG
#PrivateClientGroup
#BusinessDevelopment
#Mumbai
#Relationship

Urgent Hiring PCG Advisors - Equity Market-Mumbai and Kolkata

The largest and most premium Financial Services Corporate in India is hiring for PCG #Advisors and #TeamLeaders

Role Requirements

o Experience: 3+ Years in Equity / MF / PMS / Broking

o Domain Knowledge: #CapitalMarkets , #EquityMarkets

Key Deliverables

1. Ensure timely advice to customers for Equity and #Derivative markets

2. Portfolio Review to be done monthly with clients to deepen the #ClientRelationship.

3. Ensure adherence to the Compliance process for advice given

4. A New Client to be sourced on a monthly basis with a ticket size of 25 lacs or more for Broking or IP

5. Daily meetings are to be held with existing clients and new prospects for business.

#PCG

#Dealing

#BusinessDevelopment

#HNI

#PrivateClientGroup

#Mumbai

For further details , please connect on 8286011441

About the company

Moneylicious Investments and Consulting Services Private Limited is a Corporate Consulting Services Firm facilitating recruitments for Financial Services, IT, Fintechs, and Startups.

Industry

Consulting Services

Company Size

10 -15 Employees

Headquarter

Mumbai

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