VP / AVP / DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance

3 weeks ago

Mumbai, India QuickTurtle Full time

Position - VP AVP DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee IFA), Equity Broking

1) 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 servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise
3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity
4) Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue
5) Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis.
6) Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable
7) Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory
8) Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity.

1) Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm.

2) Existing Relationship Manager Team Leaders, having.

Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies.

Location - Vadodra, Delhi, Trivendrum, Mumbai,Thane,Navi Mumbai,Ahmedabad,Surat, Kolkata,Bengaluru,Chennai,Hyderabad,Pune,Kochi,Jaipur,Indore.

  • VP / AVP / DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance

    2 weeks ago

    Mumbai, Maharashtra, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Position - VP 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...

  • VP / AVP / DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance

    2 days ago

    Navi Mumbai, Maharashtra, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Position - VP 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...

  • VP/ AVP/ DVP PCG

    2 weeks ago

    Mumbai, Navi Mumbai, New Delhi, India QuickTurtle Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    VP/ AVP/ DVP PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee/IFA/B2B), Equity Broking1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodit . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing....

  • VP/ AVP/ DVP

    2 weeks ago

    Kolkata, Mumbai, Thane, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    VP/ 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...

  • Pvt Client Group Advisor B2B Franchisee Partner Alliance

    1 week ago

    Mumbai, Maharashtra, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Pvt Client Group Advisor B2B Franchisee Partner Alliance , Equity & Investment Products1) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. 2) Build rapport with these Partners & help them on-board their clients across products.3) Conduct training of Partners for all our products across Direct Equity & Investment products like...

  • VP / AVP / DVP - PCG ( Pvt Client Group) Advisor

    1 week ago

    Mumbai, Maharashtra, India QuickTurtle Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    1) 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 servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on...

  • PCG Advisor/ B2B Franchisee Partner Alliance

    3 weeks ago

    Mumbai, India QuickTurtle Full time

    PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment Products 1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products.3) Conduct training of Partners for all our products across Direct Equity & Investment products like...

  • PCG Advisor/ B2B Franchisee Partner Alliance

    2 weeks ago

    Mumbai, Maharashtra, India QuickTurtle Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment Products1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products.3) Conduct training of Partners for all our products across Direct Equity & Investment products like...

  • VP / AVP / DVP - PCG (Pvt Client Group) Advisor

    2 weeks ago

    Ahmedabad, Mumbai, Surat, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    1) 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 servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on...

  • SVP / VP / AVP/ Relationship Managers - PCG

    3 weeks ago

    Mumbai, India QuickTurtle Full time

    SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & Investments The 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...