Private Client Group Advisor

4 days ago


Kolkata, India RiverForest Connections Private Limited Full time

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



  • Kolkata, Ahmedabad, Delhi NCR, India beBeeClient Full time ₹ 6,00,000 - ₹ 12,00,000

    Job 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...


  • Kolkata, West Bengal, India QuickTurtle Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    SVP/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...


  • Kolkata, West Bengal, India Deutsche Bank Full time

    Job 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...


  • Kolkata, Mumbai Goregaon, India Scoresoftlabsopc Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Acquire 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,...


  • Kolkata, West Bengal, India Deutsche Bank Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Job 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...


  • Kolkata, West Bengal, India Deutsche Bank Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Job 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...

  • Financial Advisor

    10 hours ago


    Kolkata, West Bengal, India Aditya Birla Sun Life Insurance Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company 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...


  • Kolkata, West Bengal, India beBeeBanking Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Job 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...

  • Client Advisor

    9 hours ago


    Gurugram, Kolkata, Noida, India Unison International Consulting Full time US$ 50,000 - US$ 1,00,000 per year

    We are hiring client advisor for international luxury brands, someone who is interested to work with international brands can apply for the same,Email:-


  • Kolkata, West Bengal, India Artha Group Full time

    Principal – 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...