Avp Advisory

**About Fynro Advisory Services** - Fynro Advisory Services is a growing financial marketplace connecting clients with experienced financial advisors. Our advisors provide expert guidance on market investments, mutual funds, insurance, financial planning, and loans. As a part of Fynro, you will have the opportunity to grow professionally, serve clients with...

**Job Role** - As an AVP - Advisory Services, your role will be to provide advice and guidance on a range of financial products and services. You will assist clients with their financial planning, helping them to make informed decisions regarding investments, insurance, loans, and other financial instruments. **Responsibilities**: - Assist clients in...

Job Description What are we looking for Quick Turtle is seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory. This position is crucial for acquiring and managing Ultra High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI) clients, providing expert advice on various market instruments, and...

Embark on a transformative journey as an AVP - Product Governance at Barclays, where you'll spearhead the evolution of our digital landscape, driving innovation and excellence. You'll harness cutting-edge technology to revolutionize our digital offerings, ensuring unparalleled customer experiences. To be a successful AVP - Product Governance you should have...

Job Description 1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling...

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

Position: VP / AVP / Manager – PCG (Private Client Group) AdvisoryLocation: Chennai (On-site)Employment Type: Full-TimeAs a Senior Wealth Manager at the Assistant Vice President (AVP) level, you will serve as a trusted advisor to high-net-worth individuals, families, and institutional clients. You will lead the design and implementation of customized...

Job Description - Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. - Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. - Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs...

Role & responsibilitiesDevelop customized financial solutions based on client requirements and long-term financial goalsConduct regular and timely follow-ups with prospective clients and keep them engaged via relevant news, articles, and updates.Expand client base by acquiring new clients through networking, referrals, and relationship-building...