SVP / VP/ AVP / Relationship Managers- PCG (Private Client Group)
10 hours ago
SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group) Advisory
1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.
2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.
3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance.
4) Handling Queries & complains of client's & solving it within TAT.
5) Should apply deep market understanding & Advance strategies to increase book size & revenue.
6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
7) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets &
meetings, con calls.
8) Coordinate with Third Party Product Manufacturers, and all the stake holders.
Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products
7 To 12 Years in the Stock Broking firms _
Location : - Ahmedabad,Surat,Kolkata,Mumbai,Bengaluru,Hyderabad,Chennai,Pune,Jaipur,Telangana, Delhi, Vadodra
-
Kolkata, West Bengal, India QuickTurtle Full time ₹ 9,00,000 - ₹ 12,00,000 per yearSVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group) Advisory1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF...
-
SVP / VP / AVP/ Relationship Managers - PCG
1 week ago
Kolkata, West Bengal, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 per yearSVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & InvestmentsThe main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and...
-
SVP / VP / AVP/ Relationship Managers- PCG
2 weeks ago
Bengaluru, Kolkata, Mumbai, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 per yearSVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & InvestmentsThe main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and...
-
SVP/VP/ AVP/ Relationship Managers- PCG
1 week ago
Kolkata, West Bengal, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 per year1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate...
-
SVP/VP/ AVP/ Relationship Managers- PCG
2 weeks ago
Delhi, Kolkata, NCR, Vadodara, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 per year1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate...
-
VP/ AVP/ DVP
2 weeks ago
Kolkata, Mumbai, Thane, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 per yearVP/ AVP/ DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee/IFA), Equity Broking1) 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...
-
SVP/VP/ AVP/ Relationship Managers
9 hours ago
Kolkata, India QuickTurtle Full time1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate...
-
Kolkata, Mumbai Goregaon, India Scoresoftlabsopc Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAcquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team.Managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio. HR Suvarna Required Candidate profile4-6 years of experience in HNI sales or UHNI .understanding of investment, portfolio management,...
-
VP/ AVP/ Manager, PCG
2 weeks ago
Bengaluru, Chennai, Kolkata, India QuickTurtle Full time ₹ 6,00,000 - ₹ 12,00,000 per year1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate...
-
VP / AVP / Relationship Managers - PCG Advisory
2 weeks ago
Kolkata, West Bengal, India QuickTurtle Full time ₹ 1,04,000 - ₹ 1,30,878 per year1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having per client ticket size of Rs 25Lac and above2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs...
