Company Description At JM Financial Services Ltd, we strive to empower our investors with effective products and sound financial advice, helping them achieve their financial goals. With nearly four decades of experience, we cater to a diverse clientele including institutions and corporates. Role Description This is a full-time on-site role for a PCG (Private Client Group) Advisor located in the Kolkata metropolitan area. The PCG Advisor will be responsible for providing personalized investment advice to clients, managing client portfolios, and maintaining client relationships. Daily tasks include conducting thorough financial assessments, recommending appropriate financial products, and continuously monitoring client portfolios to optimize performance. The advisor will also stay informed about market trends and regulatory changes to provide sound advice to clients.
Company Description JM Financial Services Ltd. champions the cause of our investors by offering effective products and sound financial advice to help achieve financial goals. With nearly four decades of experience, we meet the investment needs of diverse clients, including institutions and corporates. Our services range from Equity Broking to Wealth and Portfolio Management Services, and the distribution of various investment products such as Mutual Funds, Insurance, Fixed Deposits, and Bonds. Our extensive research and advisory experience enable us to empower customers at every step of their financial journey. Role Description This is a full-time on-site role for a Sales Trader located in New Delhi. The Sales Trader will be responsible for executing trades, managing client relations, providing customer contact and support, and developing strategies to enhance trading performance. Day-to-day tasks include trading securities on behalf of clients, monitoring market conditions, and collaborating with colleagues to ensure seamless operations and exceptional client service. Qualifications Client Relations and Customer Contact skills Cooperation and team collaboration abilities Experience and expertise in Trading Strong Analytical Skills Excellent communication and interpersonal skills Ability to work in a fast-paced, on-site environment Bachelor's degree in Finance, Business, or a related field Experience in the financial services industry is a plus