Hni Pcg Sales

**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....

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...

Job Title: PCG AdvisorHiring for a Stock Broking Firm in Mumbai.Key Responsibilities:Advising HNI/Ultra HNI clients on currency & commodity products.Handling clients with a book size of 25 lacs & above.Creating revenue & activating clients through effective Advisory.Required Skills:Any Graduate with minimum experience of 2-5 years in stock broking...

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...

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 Title: PCG Wealth RMAs a PCG Wealth RM, you will be responsible for developing and maintaining relationships with high net worth individuals and families to sell equity-based investment products. This role requires excellent communication and interpersonal skills to effectively service and grow the customer base.Key Responsibilities:Develop and execute...

As a PCG SLBM Trader at Kotak Mahindra Bank, you will be responsible for placing trades on behalf of clients for the Stock Lending & Borrowing Mechanism (SLBM) segment. This is a niche area in the Indian Equities market that allows clients to earn from their long-term portfolios by lending them for a fee. The SLBM segment is completely safe and risk-free, as...

**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...

We are seeking an experienced HNI Relationship Manager to join our team at A2Tech.As an HNI Relationship Manager, you will be responsible for managing and retaining our high net worth client relationships, while also enhancing advisory services.Key responsibilities include managing trading and monitoring top clients, handling HNI advisory and AUM, and...

**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...

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...

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...

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...

We have opening for HNI Relationship ManagerDesignation : HNI Relationship ManagerLocation : Mumbai -THANE(5paisa.com, IIFL House, Sun Infotech Park Road No.16V, Plot No. B-23, MIDC Thane Industrial Area, Wagle Estate, Thane, Maharashtra 400604)Salary Range : 4:50LPA UPTO + Incentive + Other BenefitsQualification : Graduation Roles and...

**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...

HNI Relationship Manager Job DescriptionWe are seeking an experienced HNI Relationship Manager to join our team at A2Tech. As a key member of our sales team, you will be responsible for managing and retaining high net worth individual clients, providing them with tailored financial solutions and exceptional customer service.Key Responsibilities:Manage a...