PCG Advisor

1 day ago

Surat, 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 Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc.
4) Ensure best services to the Partners (Franchisees, IFAs, Remisers).
5) Help distributors on joint calls.

  1. Should be from Equity Broking Industry with minimum of 2 years of experience.
  2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable.
  3. Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF .
  4. Need to have good communication skills.
  5. Need to have ability to learn and update regularly on Capital Markets.
  6. Desired to achieve sales target.

  • PCG Advisor

    2 weeks ago

    Surat, Gujarat, India QuickTurtle Full time ₹ 1,04,000 - ₹ 1,30,878 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 Mutual...

  • PCG Advisor/ B2B Franchisee Partner Alliance

    2 weeks ago

    Surat, Gujarat, India QuickTurtle Full time ₹ 6,00,000 - ₹ 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 Mutual...

  • PCG Advisor/ B2B Franchisee Partner Alliance

    1 day ago

    Surat, 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...

  • Human Resources Manager

    2 weeks ago

    Surat, Gujarat, India Anand Rathi Share and Stock Brokers Ltd Full time

    Roles & Responsibilities:Manage end-to-end recruitment cycle from sourcing, screening, interviewing to offer roll-out & onboarding. Focused hiring for PCG Sales & Advisor (mid-level roles) across wealth & equity markets. Partner with business heads & hiring managers to understand manpower needs and design effective hiring plans. Source candidates via job...

  • VP/ AVP/ Relationship Managers- PCG Advisory

    2 weeks ago

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

    1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket size of Rs25Lac 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...

  • Advisor - PCG

    2 weeks ago

    Surat, Gujarat, India QuickTurtle Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    1) Advising HNI/Ultra HNI clients on currency & commodity products.2) Individually handling clients with the book size of 25 lacs & above.3) Creation of revenue & Activation of clients through effective Advisory.4) Coordinating with clients for their daily trades in Commodity & Currency.5) Help customers to Execute trade online and place orders on behalf of...

  • Advisor - PCG

    1 day ago

    Surat, India QuickTurtle Full time

    1) Advising HNI/Ultra HNI clients on currency & commodity products.2) Individually handling clients with the book size of 25 lacs & above.3) Creation of revenue & Activation of clients through effective Advisory.4) Coordinating with clients for their daily trades in Commodity & Currency.5) Help customers to Execute trade online and place orders on behalf of...

  • 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...

  • VP/ AVP

    2 weeks ago

    Delhi, NCR, Surat, Thiruvananthapuram, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    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...