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

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...

Job Description - Position - Pvt Client Group Advisor - B2B Franchisee Partner Alliance , Equity & Investment Products - Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. - Build rapport with these Partners & help them on-board their clients across products. - Conduct training of Partners for all our products across Direct Equity &...

Job Description PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment Products1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity &...

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...

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 ...

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...

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...

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...

Hiring For PCG Advisor_WF0 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...

Job 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...