5 Job openings found

The PCG Advisor will manage HNI/Ultra-HNI clients and family offices by offering customized wealth management solutions, advisory, and broking services. This role involves end-to-end advisory, client acquisition, cross-selling, and dealing responsibilities, ensuring value addition to clients. Execute trades on behalf of clients, ensuring adherence to regulatory guidelines and risk management policies. Acquire ...

As a RM Dealer you will be responsible for acquiring new clients, managing existing customer relationships, and driving revenue through sales of equity, mutual funds, and other investment products. The role demands strong market knowledge, client servicing, and sales capability to ensure business growth and client satisfaction. Key Responsibilities: Acquire new clients ...

  Handle end-to-end trade clearing and settlement for equity, derivatives, and other financial instruments Ensure timely and accurate trade confirmation, reconciliation, and settlement processing Coordinate with custodians, clearing members, exchanges, and internal teams Monitor daily obligations and ensure funds/securities availability Resolve settlement discrepancies, breaks, and exceptions Maintain records and ensure compliance with exchange and regulatory guidelines Manage ...

  Trade Execution: Placing equity and derivative orders on behalf of clients. Providing end-to-end advisory services with a focus on AUM product penetration. Cross selling of third-party investment products (Insurance, MF, PMS, SIP’s, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services  Manage existing clients and improve brokerage/AUM Achieve assigned monthly revenue and acquisition targets              

Working with business teams and Product team Single point of contract person for Operational work Well versed with all products Vis Broking, DP, TPP, Unlisted, MF etc. Addressing internal queries, data requirements and escalations   Key Skills: Experience of back oƯice/DP-operations work in a Stock broking/Securities firm, Mutual Fund,etc. Experience in Equity, F&O, Commodities, NSDL and CDSL ...