▷ [15h Left] VP/ AVP / Manager , PCG (Pvt. Client Group) Advisory
1 day ago
Job Description - Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. - Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. - Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. - Handling Queries & complains of client's & solving it within TAT. - Should apply deep market understanding & Advance strategies to increase book size & revenue. - Profiling clients by conducting in depth review of client's financial requirements, analysing - information & recommending portfolios. - Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & - meetings, con calls. - Coordinate with Third Party Product Manufacturers, and all the stake holders. - To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. - 5 To 10 Years in a Equity Broking firm. Good understanding and knowledge of Equity, Derivatives - Equity, Commodity & Currency Segment, MF, PMS, AIF, IPO, LAS and all related product. Skills : - - Equity Advisory, Stock Broking , PMS, Mutual Fund, AIF, LAS, IPO, Investment Products - Equity Advisory, Wealth Management, Knowledge of Investments products - Mutual Funds, PMS- Portfolio Management Services, Corporate FD, IPO, LAS, Insurance,
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Hyderabad, Chennai, Pune, India Quick Turtle Full timeJob 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...
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SVP/VP/ AVP/ Relationship Managers- PCG
1 day ago
Bengaluru, Chennai, Pune, India Quick Turtle Full timeJob Description - Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. - Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. - Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs...
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PCG Advisor
1 week ago
Bengaluru, Chennai, Hyderabad, India KG Engineering And Consultancy Full time ₹ 1,04,000 - ₹ 1,30,878 per yearRole Designation: Sr. Advisor Department: PCG Company: MOFSL Function: Advisory Reporting to: Group Advisory Leader-PCG Location: Hyderabad, Bangalore, Chennai Job Purpose Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment Key Deliverables 1. Ensure the timely delivery of customized equity advise to ...
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Equity Advisor
1 day ago
Hyderabad, Surat, Bengaluru, India Quick Turtle Full timeJob Description - Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. - Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. - Keep clients in active category as per the defined norms. - Activate dormant clients. - Resolve client querries. - Maintain records of...
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Pune, Indore, India Quick Turtle Full timeJob Description QuickTurtle is looking for a driven VP / AVP / Branch Manager to lead our NRI Desk within the Private Client Group. In this key role, you'll be responsible for achieving significant revenue targets, leading and mentoring a team, and driving growth across a comprehensive suite of broking and investment products for our NRI clients from Dubai...
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(15h Left) Assistant Manager Finance
1 week ago
Hyderabad, India Valioso Advisory Services Pvt Ltd Full timeValioso Advisory Services Pvt Ltd Position Assistant Manager Finance / Manager Finance Qualification and Experience CA with 1-3-years of experience or CA Inter with 3-5 years Location Hyderabad Reporting Relationship Reporting to Manager Finance/ VP Finance Company Background: Valioso Advisory Services is promoted by a group of professionals with rich...
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Hyderabad, India T&M Services Consulting Pvt Ltd Full timePNB Investment Services Limited (PNBISL), incorporated on 2nd of February 2009, is a 100% subsidiary of Punjab National Bank. PNBISL is registered with SEBI as a Category-I Merchant Bankerto handle all major Merchant Banking Servicesto Corporate, Institutional and Individual clients. PNBISL derives strengthfrom Punjab National Bank which is one of the...
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Hyderabad, India T&M Services Consulting Pvt Ltd Full timePNB Investment Services Limited (PNBISL), incorporated on 2nd of February 2009, is a 100% subsidiary of PunjabNational Bank. PNBISL is registered with SEBI as a Category-I Merchant Bankerto handle all major Merchant Banking Servicesto Corporate, Institutional and Individual clients.PNBISL derives strengthfrom Punjab National Bank which is one of the...
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Hyderabad, India T&M Services Consulting Pvt Ltd Full timeJob Description PNB Investment Services Limited (PNBISL), incorporated on 2nd of February 2009, is a 100% subsidiary of PunjabNational Bank. PNBISL is registered with SEBI as a Category-I Merchant Bankerto handle all major Merchant Banking Servicesto Corporate, Institutional and Individual clients.PNBISL derives strengthfrom Punjab National Bank which is...
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Hyderabad, India T&M Services Consulting Pvt Ltd Full timePNB Investment Services Limited (PNBISL), incorporated on 2nd of February 2009, is a 100% subsidiary of PunjabNational Bank. PNBISL is registered with SEBI as a Category-I Merchant Bankerto handle all major Merchant Banking Servicesto Corporate, Institutional and Individual clients.PNBISL derives strengthfrom Punjab National Bank which is one of the...
