Pcg Product

**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...

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...

**Job Specifications** **Role Designation: HNI Sales Department: Sales - Investment Products** **Function: Sales Company** **Reporting to**: Cluster Manager - Investment Products Location**:Prabhadevi & Indore** **Job Purpose** Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution....

**KEY RESPONSIBILITIES AND ACCOUNTABILITIES** 1. Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile. 2. Showcase entire product suite of “Kotak Group” to existing clients and growing their assets...

About Lubrizol  The Lubrizol Corporation, a Berkshire Hathaway company, is a specialty chemical company whose science delivers sustainable solutions to advance mobility, improve wellbeing and enhance modern life. Founded in 1928, Lubrizol owns and operates more than 100 manufacturing facilities, sales, and technical offices around the world and has about...

Job SummaryWe are seeking a highly motivated and results-driven PCG Wealth RM to join our team at Kotak Mahindra Bank.About the RoleThe successful candidate will be responsible for selling Equity based investment products to our Wealth customer base, leveraging their excellent servicing skills and conflict management abilities to drive business growth and...

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...

KEY RESPONSIBILITIES AND ACCOUNTABILITIES1.Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile.2.Showcase entire product suite of “Kotak Group” to existing clients and growing their assets across...

OverviewWe are seeking a highly skilled PCG Elite RM Specialist to join our team at Kotak Mahindra Bank. The successful candidate will be responsible for implementing an integrated plan that addresses wealth creation, preservation, and enhancement for private clients.Salary and BenefitsThe estimated annual salary for this position is ₹1,500,000 -...

department PCG department_code P2 location Mumbai openings 5 age 20 and above qualification Graduate or equivalent experience 1-2 years as tele caller responsibilities Tele caller Responsibilities: - Studying the details of each offering and remaining abreast of updates to these offerings. - Obtaining and updating lists of individuals'...

**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...

**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...

**Key Responsibility**: Ø Handling & Advising clients on Commodity, Currency product. Ø Passing on research calls and engaging clients to trade. Ø Creation of revenue through effective Advisory. **Specifications Required** - **Minimum 6 Months -4 Years’ experience.** - Commodity, Equity, Currency Market Knowledge. - Able to Understand Market Reports...

**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...

❖ 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...

To ensure active management of clients & achieve the target active AUM - To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options - To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio - To achieve healthy revenues without compromising on...

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...

**Responsibilities** - To lead and supervise a team of 10-15 engineers in the inspection, installation, commissioning, repair, upgrading, troubleshooting and related service work on offshore drilling platforms/land rigs or in workshops. - Lead and supervise BOP and Pressure control equipment. - Preparation of documentation for the job execution. - Liaise and...

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**: -...