PCG Advisor, B2B Franchisee Partner Alliance

Job Description - Position - Pvt Client Group Advisor - B2B Franchisee Partner Alliance, Equity & Investment Products - Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. - Build rapport with these Partners & help them on-board their clients across products. - Conduct training of Partners for all our products across Direct Equity &...

Job Description VP/AVP/DVP - PCG (Private Client Group) Advisor, B2B Partner Alliance QuickTurtle is seeking a highly experienced and strategic VP/AVP/DVP - PCG Advisor, B2B Partner Alliance to join our team. You'll be instrumental in advising Ultra HNI clients, fostering strong relationships with our B2B partners, and driving significant business growth...

Job Description - Position - Pvt Client Group Advisor - B2B Franchisee Partner Alliance , Equity & Investment Products - Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. - Build rapport with these Partners & help them on-board their clients across products. - Conduct training of Partners for all our products across Direct Equity &...

Job Description - Position - VP AVP DVP - PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee IFA/B2B), Equity Broking. - Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/Commodit . Managing large customers with book size of 25lacs & above. - Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability...

Job Description - Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodity . Managing large customers with book size of 25lacs & above. - Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing...

Job Description 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remizers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners...

Job Description Regional Head - Stock Broking & Investment Products, B2B Franchisee & Partner Alliances 1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE,...

Job Description - Growth of Revenue and Market Share, - Assigned Business Partners should have Commodity Terminal, - Travel across assigned branches at regular interval, - Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, - To ensure proper mapping of Commodity/Currency Clients to all RMs...

Job Description - Growth of Revenue and Market Share, - Travel across assigned branches at regular interval, - Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, - To ensure proper mapping of Commodity/Currency Clients to all RMs (equity Commodity), - To add minimum 02 (Two) accounts per month with an...

Private Client Group - Equity AdvisorLocation: Pune,Kolkata,DelhiDesignation: Equity Advisor (PCG)Roles and Responsibilities:Execute trades on behalf of clients, aligning with their investment strategies and preferences.Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.Promote and...