Pcg Wealth

Company DescriptionNuvama Professional Clients Group (Nuvama PCG), formerly known as Edelweiss Professional Clients Group, specializes in addressing financial needs on both sides of clients' balance sheets. With expertise in capital markets, wealth management, asset protection, and investment strategies, Nuvama PCG provides reliable and innovative solutions...

Establish, manage & grow the TRV of the elite Treasures Clients /HNI ClientsAcquire the clients having AUM => INR 10 MPortfolio review of clients & Cross SellBrokerage generation through advising HNI clients for Equity & Derivative portfolio.Required Candidate profile*6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking*Graduate with MBA*Rich...

Building new relationships, increasing depth in existing & new relationshipsAcquire & manage HNI/UHNI clients through tailored investment strategiesDrive revenue generation across MF, PMS, AIF, and other asset classes Required Candidate profile4 yrs +exp with Good knowledge of equity markets, trading platforms & financial instruments.Business updates, new...

1) Advising HNI/Ultra HNI clients on currency & commodity products.2) Individually handling clients with the book size of 25 lacs & above.3) Creation of revenue & Activation of clients through effective Advisory.4) Coordinating with clients for their daily trades in Commodity & Currency.5) Help customers to Execute trade online and place orders on behalf of...

Job Description - Relationship Manager – HNI SalesLocation : HyderabadSUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best...