Pcg Elite Sales Mumbai

1 day ago

Mumbai, India Kotak Securities Full time

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. Ø Showcase entire product suite of Kotak Group to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Ø Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines. Ø Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.

  • Advisor PCG

    19 hours ago

    Mumbai, Maharashtra, India Mirus Solutions Private Limited Full time ₹ 88,800 - ₹ 30,00,000 per year

    Advisor – PCGReporting To -Group Advisory Leader – PCGLocation- MumbaiJob PurposeGenerate brokerage by advising HNI/PCG clients on equity portfolios.Manage investment & trading portfolios of existing and new clients.Drive new client acquisition.Handle investment products (IP) along with equity trading.Key DeliverablesDerivative trading.Independently...

  • Pcg advisor

    3 weeks ago

    Mumbai, India UNISON INTERNATIONAL CONSULTING Full time

    ???? Hiring: PCG Advisor | Mumbai Join a well-known Financial services provider organization as a Private Client Group Advisor to manage and grow HNI/UHNI relationships. Experience: 3–5 years in wealth management/private banking Key Skills: 1. Investment advisory & client acquisition 2. Strong knowledge of financial & third-party products (TPP)3....

  • Pcg - Advisory

    5 days ago

    Mumbai, Maharashtra, India Chanak Resources Solution Private Limited Full time

    **Job Specifications** **Role Designation**: Sr. Advisor Department: PCG **Reporting to**: Group Advisory **Leader-PCG Location**: Mumbai - Prabhadevi **Job Purpose** Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking, Investment products -PMS/MF/Fixed...

  • Equity Advisor Pcg

    1 day ago

    Prabhadevi, Mumbai, Maharashtra, India Chanak Resources Solution Private Limited Full time

    _**Job Specifications**_ **Role Designation**: Group Leader **Department**: PCG Equities **Function**: Advisory **Reporting to**: Regional Head - PCG **Location**: Prabhadevi, Mumbai - **Job Purpose**_ The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goal are achieved as per projections for the...

  • Pcg Relationship Manager

    6 days ago

    Navi Mumbai, Maharashtra, India Topgear Consultants Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    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,...

  • Wealth Advisor

    3 weeks ago

    Mumbai, India STAFFIAA Full time

    Position: PCG Advisor (Private Client Group) Location: Mumbai, Maharashtra, India CTC: 15 LPA +  Role Overview: We are looking for a PCG Advisor to manage and grow relationships with High Net Worth (HNI/Ultra-HNI) clients by providing comprehensive wealth management solutions. Key Responsibilities: Manage investment portfolios for...

  • Manager - Elite Vertical

    1 week ago

    Mumbai, Maharashtra, India Max New York Life insurance Co Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Description Position: ADM - Elite VerticalIncumbent: NADepartment: AgencyFunction: AgencyReporting to: Circle Head Elite VerticalBand: 4 / 4ALocation: Multiple Locations Pan IndiaTeam size (D/I): NAJOB SUMMARY Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue...

  • Advisor - PCG

    7 days ago

    mumbai, India KG Engineering & Consultancy Full time

    Job Title: Advisor – PCG Location: Mumbai, Hyderabad, Chennai, BangaloreExperience: Minimum 3 years in broking/trading domainNotice Period / Gap: Up to 60 daysCertification: NISM VIIIKey Responsibilities:Executing trades and order-punching across equity, derivatives, options, and cash segmentsManaging and servicing an existing base of HNI & UHNI...

  • Advisor - PCG

    6 days ago

    Mumbai, India KG Engineering & Consultancy Full time

    Job Title: Advisor – PCG Location: Mumbai, Hyderabad, Chennai, BangaloreExperience: Minimum 3 years in broking/trading domainNotice Period / Gap: Up to 60 daysCertification: NISM VIIIKey Responsibilities:Executing trades and order-punching across equity, derivatives, options, and cash segmentsManaging and servicing an existing base of HNI &...

  • Advisor - PCG

    1 week ago

    Mumbai, India KG Engineering & Consultancy Full time

    Job Title: Advisor – PCG Location: Mumbai, Hyderabad, Chennai, Bangalore Experience: Minimum 3 years in broking/trading domain Notice Period / Gap: Up to 60 days Certification: NISM VIII Key Responsibilities: Executing trades and order-punching across equity, derivatives, options, and cash segments Managing and servicing an existing base of HNI & UHNI...