Hni Pcg Sales

About the Company The Organization is a well established Indian multinational conglomerate the position is for their financial services Broking domain Position Assistant Manager Manager - PCG - HNI Sales Location Andheri E Years of work exp 4 years Industry Broking only Age up to 40 years only Role The primary responsibility of this role is to acquire PCG...

The primary responsibility of this role is to acquire PCG Private Client Group HNI High Net-worth Individual clients and ensure a smooth transition to the dealing team Additionally the role involves actively managing the HNI desk ensuring client satisfaction retention and growth of the HNI portfolio Key Result Areas Supporting ActionsHNI PCG Business...

Designation: HNI Sales Department: Sales - Investment Job Purpose 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...

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 HNI/Ultra-HNI clients....

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...

Role Designation: HNI Sales Department: Sales: Investment Products Function: Sales Reporting to: Cluster Manager - Investment Products Location: Prabhadevi, Mumbai & Indore Job Purpose: Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of...

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...

Company DescriptionNBFC ClientRole DescriptionThis is a full-time, on-site role for a Head - Broking/Equity/PCG, based in the Mumbai Metropolitan Region. The Team Lead will oversee broking and trading operations, manage equity portfolios, and provide personalized financial and investment solutions to clients. Responsibilities include leading and motivating a...

**Job Title: PCG Advisor** **Key Responsibilities**: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. -...

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