SVP/VP/ AVP/ Relationship Managers- PCG

23 hours ago

Ahmedabad Surat Kolkata, India Quick Turtle Full time

Job Description QuickTurtle is seeking experienced and driven SVP/VP/AVP/Relationship Managers for our Private Client Group (PCG) Advisory team. In this role, you will be responsible for acquiring, managing, and advising Ultra High Net Worth (UHNI) and High Net Worth (HNI) clients, driving revenue across a diverse range of investment products, and ensuring unparalleled client satisfaction. Key Responsibilities - Acquire and manage UHNI/HNI clients for the Private Client Group (PCG), focusing on clients with a book size of 25 Lacs and above. - Advise UHNI/HNI clients on Equity, Derivatives, Currency, and Commodity Markets, actively generating revenue from these segments. - Cross-sell Third Party Products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), and Insurance. - Handle client queries and complaints efficiently, ensuring resolution within the stipulated Turnaround Time (TAT). - Apply deep market understanding and advanced strategies to effectively increase client book size and revenue. - Profile clients thoroughly by conducting in-depth reviews of their financial requirements, analyzing information, and recommending suitable portfolios. - Monitor and enhance the advising skills of Advisors (if applicable to the specific role level) through call tracking, weekly targets, meetings, and conference calls. - Coordinate effectively with Third Party Product Manufacturers and all relevant internal and external stakeholders to ensure seamless service delivery. Candidate Profile - Education: Graduate or Post-Graduate degree. - Product Knowledge: - Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segments. - Familiarity with Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and all related financial products. - Market Expertise: Should have an in-depth understanding of micro and macro-economic factors, with expertise in stock, sector, and overall market dynamics (both Global & Domestic).

  • ▷ 15h Left: VP

    23 hours ago

    Ahmedabad, Surat, Chennai, India Quick Turtle Full time

    Job Description What are we looking for Quick Turtle is seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory. This position is crucial for acquiring and managing Ultra High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI) clients, providing expert advice on various market instruments, and...

  • SVP / VP / AVP/ Relationship Managers - PCG

    2 weeks ago

    Kolkata, West Bengal, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio...

  • SVP / VP / AVP / Relationship Managers - PCG

    23 hours ago

    Ahmedabad, Jaipur, Delhi, India Quick Turtle Full time

    Job Description 1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds),...

  • SVP / VP / AVP/ Relationship Managers- PCG

    2 weeks ago

    Bengaluru, Kolkata, Mumbai, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management...

  • SVP/VP/ AVP/ Relationship Managers

    4 days ago

    Kolkata, West Bengal, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 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...

  • SVP / VP/ AVP / Relationship Managers- PCG (Private Client Group)

    2 weeks ago

    Kolkata, West Bengal, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 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...

  • VP / AVP / Relationship Managers - PCG Advisory

    4 days ago

    Kolkata, West Bengal, India QuickTurtle Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having per client ticket size of Rs 25Lac 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...

  • VP/ AVP/ Relationship Managers- PCG Advisory

    2 weeks ago

    Ahmedabad, Gujarat, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 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...

  • VP/ AVP

    23 hours ago

    Ahmedabad, Hyderabad, Kolkata, India Quick Turtle Full time

    Job Description VP/AVP/BM - NRI Desk QuickTurtle is seeking an accomplished and results-oriented VP/AVP/BM for our NRI Desk. In this leadership role, you'll be responsible for driving revenue targets, building and managing a high-performing team of NRI Relationship Managers, and expanding our presence with clients in Dubai and other offshore locations across...

  • VP/ AVP/ Manager

    4 days ago

    Surat, Gujarat, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 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...