Pcg Sales

Getting productivity from HNI clients in Portfolio Management Services (PMS), - Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned - in terms of cross selling, enhancing and upgrading the High Net Worth - relationships. He is also responsible for selling Insurance. - 1. Getting productivity from channel in Portfolio Management...

As a Unit Head, you will be responsible for managing PCG sales, sales traders,Sales Manager team and branch operations .

Department - PCG - Sales - Job posted on - May 20, 2025 - Employment type - Fulltime-Probationary - Close association with Big to Mid-size corporates to increase market share by explaining them the financial products offered like Bonds/Debentures, Commercial papers/High yielding bonds/ GSEC securities/SDL bonds/ Public Sector Undertaking Bonds. - Interacting...

Ø Advisor - PCG - HNI - This is an B2C Channel - Looking for Advisor - Current salary has to be above 11 lacs and this is Individual Role - He/she should have a book size of their own - Target - Trading, Client Acquisition and revenue generation. - HNI Sales - This is an B2C Channel - Looking for Wealth RM’S - Individual Role with minimum CTC of 10 LPA -...

_**Job Specifications**_ - _**Role Designation: Sr. Advisor Department: PCG**_ - _**Function: Advisory Company: MOFSL**_ - _**Reporting to: Group Advisory**_ - _**Leader-PCG Location: Mumbai**_ Job Purpose Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment Key Deliverables 1. Ensure the timely delivery of...

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 & Investment products like...

Role & responsibilitiesTo acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and facilitate a seamless transition to the dealing team.Minimum 4-5 years of experience in client-facing roles with a strong focus on HNI and Ultra HNI client acquisition.Exclude candidates from retail broking or branch banking rolesMust have stability...

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,...

Manage relationships with high net worth individuals and private client groups to acquire new clients through wealth management services.Ensuring Investment, portfolio management, cross-selling other banking products and services to existing clients Required Candidate profile4-6 years of experience in HNI sales or UHNI . understanding of investment,...

Job SpecificationsRole Designation: Sales - Insurance Department: Product Development Function: Sales - InsuranceCompany: Reporting to: Group Leader Product Development-InsuranceLocation: Prabhadevi MumbaiCTC- 8 to 12 Lpa Depend on InterviewPreferred Insurance Company CandidatesJob Purpose We are seeking a dynamic and experienced individual to join our team...