▷ [15h Left] VP/ AVP / Manager , PCG (Pvt. Client Group) Advisory

3 weeks ago

Hyderabad Pune, India Quick Turtle Full time

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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    3 weeks ago

    Hyderabad, Chennai, Pune, India Quick Turtle Full time

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    3 weeks ago

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    Hyderabad, Surat, Bengaluru, India Quick Turtle Full time

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    3 weeks ago

    Pune, Indore, India Quick Turtle Full time

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    1 week ago

    Chennai, Hyderabad, Mumbai, India KG Engineering And Consultancy Full time ₹ 20,00,000 - ₹ 25,00,000 per year

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    Jaipur, Pune, Cochin / Kochi / Ernakulam, India Quick Turtle Full time

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    3 weeks ago

    Chennai, Hyderabad, Pune, India Quick Turtle Full time

    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...