PCG Advisor

4 hours ago

bangalore, India Motilal Oswal Financial Services Ltd 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 & complains of client's & solving it within TAT. • Acquiring new clients & retaining the old clients by periodic meetings. • 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.To schedule your interview send your CV through WhatsApp (number mentioned below)HR Avdhut: 7796426971

  • VP/ AVP/ Manager, PCG

    4 days ago

    bangalore, India QuickTurtle Full time

    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...

  • Senior RM_MFD_Bangalore

    3 days ago

    Bangalore - M G Road, Karnataka, India Financial Services Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job PurposeResponsible for managing a team of premier IFA's and achievement of the sales target expected from those set of distributors. To ensure attainment of maximum market share from these set of IFA'sJob Context & Major ChallengesJob Context: Retail is an equally important arm of the MF business as compared to institutional. It helps the AMC garner...