SVP/VP/ AVP/ Relationship Managers- PCG

21 hours ago


Bengaluru Chennai 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), 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. - Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products


  • SVP/VP/ AVP

    21 hours ago


    Jaipur, Pune, Indore, India Quick Turtle Full time

    Job Description SVP/VP/AVP Relationship Managers / Private Bankers - Wealth Management QuickTurtle is seeking experienced SVP/VP/AVP Relationship Managers and Private Bankers to join our Wealth Management team. In these critical roles, you'll be responsible for acquiring, deepening, and retaining HNI/UHNI client relationships, driving revenue through diverse...

  • ▷ 3 Days Left: SVP

    21 hours ago


    Coimbatore, Chennai, Chandigarh, India Quick Turtle Full time

    Job Description - SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management - Acquiring, Deepening and Retaining HNI / UHNI clients - Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. - Networking and cultivating a good relationship with the clients. - Knowledge...


  • Bengaluru, Chennai, Cochin / Kochi / Ernakulam, India Quick Turtle Full time

    Job Description 1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling...

  • ▷ 15h Left: VP

    21 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...


  • Hyderabad, Chennai, Pune, India Quick Turtle Full time

    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...


  • 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...


  • 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...


  • Bengaluru, Karnataka, India QuickTurtle Full time ₹ 25,00,000 - ₹ 50,00,000 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...

  • DGM/ GM/ AVP/VP

    1 week ago


    Bengaluru, Delhi, Mumbai, NCR, India Uberlife Consulting Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    We are hiring for  DGM/GM/AVP/VP Operations for our leading client  Flipspacesfor the Mumbai, Hyderabad, Bangalore, Delhi location. Sharing the JD for your reference.  Please share your updated cv to take this forward.Role Overview We are looking for an experienced AVP Operations to lead project execution and site delivery for large-scale commercial...

  • PCG Advisor

    1 week ago


    Bengaluru, Chennai, Hyderabad, India KG Engineering And Consultancy Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Role 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 ...