
Private Client Group Advisor
4 days ago
Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.
**Desired Skill Set**:
- Ability to inspire trust and confidence in clients.
- Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being
**Experience
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Private Client Group Relationship Manager
6 days ago
Kolkata, Ahmedabad, Delhi NCR, India beBeeClient Full time ₹ 6,00,000 - ₹ 12,00,000Job DescriptionThe role of a Private Client Group Advisor involves providing exceptional service to our partners, fostering strong relationships and helping them grow their business.We are seeking an experienced professional with a proven track record in the broking industry, who can effectively communicate with our partners and provide tailored solutions to...
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Kolkata, West Bengal, India QuickTurtle Full time ₹ 9,00,000 - ₹ 12,00,000 per yearSVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group) Advisory1) 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...
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Private Banking Advisor, Associate
5 days ago
Kolkata, West Bengal, India Deutsche Bank Full timeJob DescriptionPrivate Banking Advisor, AssociatePosition OverviewJob Title: Private Banking Advisor, AssociateLocation: Calcutta, IndiaRole Description- Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private...
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Kolkata, Mumbai Goregaon, India Scoresoftlabsopc Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAcquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team.Managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio. HR Suvarna Required Candidate profile4-6 years of experience in HNI sales or UHNI .understanding of investment, portfolio management,...
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Private Banking Advisor, Associate
6 days ago
Kolkata, West Bengal, India Deutsche Bank Full time ₹ 15,00,000 - ₹ 20,00,000 per yearJob Description:Job Title: Private Banking Advisor, AssociateLocation: Calcutta, IndiaRole DescriptionBranch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking.The primary objective is...
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Private Banking Advisor, Associate
10 hours ago
Kolkata, West Bengal, India Deutsche Bank Full time ₹ 15,00,000 - ₹ 20,00,000 per yearJob Title: Private Banking Advisor, Associate Location: Calcutta, India Role DescriptionBranch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance...
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Financial Advisor
10 hours ago
Kolkata, West Bengal, India Aditya Birla Sun Life Insurance Full time ₹ 8,00,000 - ₹ 12,00,000 per yearCompany DescriptionEstablished in 2000, Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally renowned Aditya Birla Group and Sun Life Financial Inc., a leading financial services organization from Canada. ABSLI is recognized for its innovation and industry benchmarks, such as the introduction of the "Free Look...
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Private Banking Career Opportunity
5 days ago
Kolkata, West Bengal, India beBeeBanking Full time ₹ 60,00,000 - ₹ 1,20,00,000Job Opportunity: Private Banking AdvisorThis role involves serving a wide range of clients through various channels.Key Responsibilities:Acquisition:Assist in executing successful events to acquire new clients.Secure new accounts from group companies and existing customers' referrals.Relationship Building / Deepening / Cross Sell:Ensure steady growth of the...
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Client Advisor
9 hours ago
Gurugram, Kolkata, Noida, India Unison International Consulting Full time US$ 50,000 - US$ 1,00,000 per yearWe are hiring client advisor for international luxury brands, someone who is interested to work with international brands can apply for the same,Email:-
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Principal - Private Investment Office
4 days ago
Kolkata, West Bengal, India Artha Group Full timePrincipal – Family Office Relationships (East & Central India) Location: Kolkata, Bhubaneswar, Varanasi, or similar regional hubs (Full-Time, Onsite in Kolkata) Function: Capital Partnerships | Family Office Relationship Management | Investor Expansion Reports To: Head – Capital Partnerships and Managing Partner Principal / Senior Relationship...