VP / AVP / DVP - PCG (Pvt Client Group) Advisor

1 week ago

Vadodara Delhi Thiruvananthapuram Trivandrum, India Quick Turtle Full time

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 more on research & deep knowledge based advise - Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity - Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue - Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis. - Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable - Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory - Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity - Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. - Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies. - Existing Relationship Manager Team Leaders

  • VP/ AVP/ DVP

    1 week ago

    Vadodara, Delhi, Indore, India Quick Turtle Full time

    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...

  • VP/ AVP/ DVP PCG

    2 weeks ago

    Mumbai, Navi Mumbai, New Delhi, India QuickTurtle Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    VP/ AVP/ DVP PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee/IFA/B2B), Equity Broking1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodit . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing....

  • [24/10/2025] VP/ AVP/ Manager

    1 week ago

    Vadodara, Delhi, India Quick Turtle Full time

    Job Description QuickTurtle is seeking experienced and driven VP/AVP/Managers to join our Private Client Group (PCG) Advisory team. In this role, you will be responsible for acquiring, managing, and advising Ultra High Net Worth (UHNI) and High Net Worth (HNI) clients, driving revenue across a diverse range of investment products, and ensuring unparalleled...

  • VP/ AVP/ Relationship Manager

    1 week ago

    Ahmedabad, Jaipur, Delhi NCR, India Quick Turtle Full time

    Job Description VP/ AVP/ Relationship Managers- PCG (Private Client Group) 1. 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. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling...

  • AVP/DVP/VP- Wealth Management

    2 weeks ago

    Delhi, Delhi, India IIFL Capital Services Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionIIFL Capital Services Ltd. (IIFL Capital) is one of India's premier financial services conglomerates, delivering top-tier Investment Banking, Institutional Equity Sales, Retail Broking, financial product distribution, and Wealth Management solutions. Established in 1996, IIFL Capital has built a longstanding legacy of trust, innovation,...

  • [Apply in 3 Minutes] SVP

    1 week ago

    Vadodara, India Quick Turtle Full time

    Job Description - SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & Investments - 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 &...

  • VP/ AVP

    1 week ago

    Vadodara, Delhi, 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...

  • PCG Advisor

    1 week ago

    New Delhi, India KG Engineering & Consultancy Full time

    JOB DESCRIPTION SUMMARY Job Title: PCG Advisor Experience: Minimum 4 years Location: Ahmedabad, Hyderabad, Bangalore, Mumbai, Surat Key Responsibilities: • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients...

  • PCG Advisor

    1 week ago

    Vadodara, India KG Engineering & Consultancy Full time

    JOB DESCRIPTION SUMMARY Job Title: PCG Advisor Experience: Minimum 4 years Location: Ahmedabad, Hyderabad, Bangalore, Mumbai, Surat Key Responsibilities: • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients...

  • Pcg Advisor-, Derivative Advisor

    2 days ago

    Delhi, Delhi, India Serving Skill Full time

    **Job Title: PCG Advisor Key Responsibilities**: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries &...