Hni Pcg Sales

Getting productivity from HNI clients in Portfolio Management Services (PMS), - Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned - in terms of cross selling, enhancing and upgrading the High Net Worth - relationships. He is also responsible for selling Insurance. - 1. Getting productivity from channel in Portfolio Management...

Designation: HNI Sales Department: Sales - Investment Job Purpose Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. He is also responsible for selling...

Ø Advisor - PCG - HNI - This is an B2C Channel - Looking for Advisor - Current salary has to be above 11 lacs and this is Individual Role - He/she should have a book size of their own - Target - Trading, Client Acquisition and revenue generation. - HNI Sales - This is an B2C Channel - Looking for Wealth RM’S - Individual Role with minimum CTC of 10 LPA -...

**Job Specifications** **Role Designation**: Sr. Advisor Department: PCG **Reporting to**: Group Advisory **Leader-PCG Location**: Mumbai - Prabhadevi **Job Purpose** Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking, Investment products -PMS/MF/Fixed...

Advisor - PCG - This is an B2C Channel - He/she should have a book size of their own - Target - Trading, Order Punching, Client Acquisition, Cross Selling and revenue generation. - He/ She should have good communication skills - **Location**_ - _8th Floor, Motilal Oswal Tower, Gokhale Sayani Road, Prabhadevi, Mumbai: - 400025_ **Experience**: - Insurance...

Department: Sales - Investment Products Function: Sales **Job Purpose** Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. He is also responsible for selling...

Handling a team of 30-40 members of sales and advisory teamMin 12-15 years of experience and min 8 yrs of team handling experienceCandidates only from PCG group can apply.sound understanding of MF, PMS,AIF, insurance and bondsexcellent communication skillsStrong team player

Handling a team of 30-40 members of sales and advisory teamMin 12-15 years of experience and min 8 yrs of team handling experienceCandidates only from PCG group can apply.sound understanding of MF, PMS, AIF, insurance and bondsexcellent communication skillsStrong team player

Position Title: PCG  AdvisorCTC: 5 -25LPAExp: 3yrs+Location : MumbaiWorking Mode: OnsiteNotice Period: Immediate - 60 daysPrimary Skill: HNI client handling, Exp.on PMS, Mutual Fund, AIF and Insurance           Product, Good Communication skillsQualification: Graduation (NISM certificate mandatory)Roles and responsibility:-Key...

Handling a team of 30-40 members of sales and advisory team Min 12-15 years of experience and min 8 yrs of team handling experience Candidates only from PCG group can apply. sound understanding of MF, PMS,AIF, insurance and bonds excellent communication skills Strong team player

Handling a team of 30-40 members of sales and advisory teamMin 12-15 years of experience and min 8 yrs of team handling experienceCandidates only from PCG group can apply.sound understanding of MF, PMS,AIF, insurance and bondsexcellent communication skillsStrong team player

Handling a team of 30-40 members of sales and advisory team Min 12-15 years of experience and min 8 yrs of team handling experience Candidates only from PCG group can apply. sound understanding of MF, PMS,AIF, insurance and bonds excellent communication skills Strong team player

Handling a team of 30-40 members of sales and advisory teamMin 12-15 years of experience and min 8 yrs of team handling experienceCandidates only from PCG group can apply.sound understanding of MF, PMS,AIF, insurance and bondsexcellent communication skillsStrong team player

**JOB Description**: **Advising HNI/Ultra HNI clients on currency & commodity products.** **Individually handling clients with the book size of 25 lacs & above.** **Creation of revenue & Activation of clients through effective Advisory.** **Desired Skill Set**: **Any Graduate with minimum experience of around 2-5 years into stock broking...

**Advising HNI/UHNI clients on equity, derivatives.** **Cross selling of third party products like MF, AIF ,PMS, Insurance.** **Acquiring clients.** **Managed portfolio.** **Job Types**: Full-time, Permanent Pay: ₹1,000,000.00 - ₹1,500,000.00 per year Schedule: - Day shift **Experience**: - Portfolio management: 5 years (preferred) - advising...

❖ Responsible for acquiring & upselling to quality clients through networking, database and market intelligence and be the one point of contact for these high net-worth clients ❖ Promote Sales of third party products - Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, AIF and other Structure Products ❖ He/she should...

**JD of Private Client Group - ERM** - Responsible for handling NRI HNIs/UHNIs - to generate equity brokerage revenue & cross sell revenue through various financial/ Wealth products - Advising NRI-HNI & Ultra HNI clients in Equity/Derivatives and Wealth products - Onboarding, handholding and educating clients on various products - Having strong knowledge...

**Job Purpose** We’re seeking an experienced professional to advise and manage Ultra HNI client portfolios offering expert guidance on equity, derivatives and commodities. **Key Deliverables** 1. Advising and managing Ultra HNI client portfolios, analyzing financial needs, risk appetite and recommending suitable investment solutions. 2. Upselling...

Handling a team of 30-40 members of sales and advisory team Min 12-15 years of experience and min 8 yrs of team handling experience Candidates only from PCG group can apply. sound understanding of MF, PMS,AIF, insurance and bonds excellent communication skills Strong team player

Handling a team of 30-40 members of sales and advisory teamMin 12-15 years of experience and min 8 yrs of team handling experienceCandidates only from PCG group can apply.sound understanding of MF, PMS,AIF, insurance and bondsexcellent communication skillsStrong team player