Product - Pcg

**JOB ROLE** - To manage the product team. - To manage the relationship with external fund houses which are product manufacturers. - To implement relevant strategic & tactical management initiatives. - To support the channel by assisting them with timely reverts on their MIS related queries. - To analyze and data mine to generate relevant reports and outputs...

DescriptionJOB ROLE· To manage the product team.· To manage the relationship with external fund houses which are product manufacturers.· To implement relevant strategic & tactical management initiatives.· To support the channel by assisting them with timely reverts on their MIS related queries.· To analyze and data mine to generate relevant reports and...

Role Designation: Manager/Sr. Manager –Trainer – Private Client GroupDepartment: TrainingFunction: TrainingReporting to: AVP - TrainingLocation: Prabhadevi, MumbaiJob PurposeTo design and deliver high-impact training programs that elevate the skills of the Private Client Group (PCG) team to deliver superior wealth management solutions. This role focuses...

This Opportunity is with a leading Financial Services company for their office in Mumbai locationRole: Sr. PCG AdvisorExperience: YearsJob Description:Roles & Responsibilities:Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs.Recommend suitable investment products such as mutual funds, equities, bonds, insurance,...

Role & responsibilities:Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs.Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets.Create and manage diversified investment portfolios.Maintain accurate records of client interactions, transactions, and KYC...

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...

Job Description VP/ AVP/ DVP PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee/IFA/B2B), Equity Broking1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodit . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality...

DescriptionKEY RESPONSIBILITIES AND ACCOUNTABILITIES Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client's profile. Showcase entire product suite of "Kotak Group" to existing clients and growing their assets across...

Job Description - Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. - Update clients for orders and trade on the recorded line. - Maintain active clients as per the defined norms. - Activate dormant clients. - Ensure resolution of clients query. - Maintain records of business on internal software. - Liaison with branches...

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...