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...

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 -...

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...

**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...

Role Designation:HNISalesDepartment:Sales: InvestmentProductsFunction:Sales Reporting to:Cluster Manager InvestmentProductsLocation:Prabhadevi Mumbai &IndoreJobPurpose:Getting productivityfrom HNI clients in Portfolio Management Services (PMS) BrokingA/Cs & Mutual Fund distribution. Achieving the Businesstargets assigned in terms of cross selling enhancing...

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...

**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...

**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...

Work with one of the leading homegrown financial services groups Build and manage the PCG team from scratch About Our Client Incorporated in 1993, is one of the country's leading SEBI registered Category I Merchant Bankers. Job Description Strong experience in fixed income , debt products Lead and build a team of wealth...

Work with one of the leading homegrown financial services groups Build and manage the PCG team from scratch About Our Client Incorporated in 1993, is one of the country's leading SEBI registered Category I Merchant Bankers. Job Description Strong experience in fixed income , debt products Lead and build a team of wealth relationship managers ...

Priority Customer Group (PCG) / High Net Worth Individual (HNI) / Financial Analyst - Mumbai (Female only) Company: Arihant Capital Market Limited Location: Andheri, Mumbai **Salary**: Up to 50,000 INR per month + 20% incentive on sales Contact: Ashish Mishra Human Resource Generalist +91 8108461922 **Job Description**: **Responsibilities**: -...

Hiring for Stock broking firm for Prabhadevi, Worli, Mumbai location.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...

**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 industries. Individuals who...

Sourcing of HNI clients for Investment Products like Portfolio Management Services (PMS), AIFs, Mutual Funds, Fixed Income, Insurance and Broking A/Cs. Achieving the Business targets assigned for AUM and Revenue, by upscaling and deepening the High Net Worth relationships. Key Deliverables 1. Client sourcing for Investment Products - PMS/AIF/MFs...

Job Title : Relationship Manager - HNI Operating Network : External & Internal Stakeholders Accountable to: Team Lead Internal Interactions: All departments External Interactions: Clientele. Experience and Professional Qualifications Required for this role : Work Experience - Prior experience of around 7-10, with experience in Mutual Funds & Equity...

Job Title : Relationship Manager - HNIOperating Network : External & Internal StakeholdersAccountable to: Team LeadInternal Interactions: All departmentsExternal Interactions: Clientele.Experience and Professional Qualifications Required for this role :Work Experience - Prior experience of around 7-10, with experience in Mutual Funds & Equity...

Role Objective Product Officer- HNI shall be primarily responsible for developing various products and proposition for the high net-worth individual segment. The HNI proposition would cover liabilities (SA and Deposits), mortgages and third-party proposition. The emphasis would be for resident and non- resident customers covering the entire spectrum and...

Role ObjectiveProduct Officer- HNI shall be primarily responsible for developing various products and proposition for the high net-worth individual segment. The HNI proposition would cover liabilities (SA and Deposits), mortgages and third-party proposition. The emphasis would be for resident and non- resident customers covering the entire spectrum and...