Pcg Private Client Group Advisor Ahmedabad

Quick Turtle
Department Icon Stock Market Trading Asset & Wealth Management
Posted: 1 week ago
0-4 years
Ahmedabad
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Closes 3 Jan 2027
Posted: 1 week ago
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Job Description

  • Pcg Private Client Group Advisor Ahmedabad
  • Company: Quick Turtle
  • Job Location: Ahmedabad, Gujarat, India
  • Employment Type: Full-time
  • Execute trades on behalf of clients, aligning with their investment strategies and preferences.
  • Provide our research advisory to the clients based on the client profile to generate income and build MTF book.
  • Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares.
  • Acquire current clients with ticket size of Rs. 15 L To Rs.25Lac, while maintaining and nurturing long-term relationships with existing clients.
  • Conduct client meetings to review portfolio performance.
  • Graduate / Post Graduate
  • Positive understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products.
  • Should have in-depth understanding of micro & macros moreover expertise in stock, sector and overall market (Global & Domestic)
  • Location - Ahmedabad, Chennai, Bangalore, Hyderabad, Kolkata, Delhi, Rajkot, Surat, Mumbai, Telangana, Pune, Jaipur, Vadodra .

Skills

Fixed DepositsMutual FundsBondsPMSAIFUnlisted SharesSIPInvestment StrategiesInsuranceResearch Advisory

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