Pcg Product

Run various digital campaigns for PCG - Manage DIY account opening process - Manage lead distribution from landing page - Follow up with internal stakeholders(TL/dealers) for audit /compliance requirement - Collaborate with marketing team for various initiatives - Work closely with product owners and drive business

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...

To ensure active management of clients & achieve the target active AUM - To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options - To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio - To achieve healthy revenues without compromising on...

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. Handling Queries & complaints of client's & solving it within TAT. -...

Job TitleSVP/VP/AVP Relationship Managers PCGMain Responsibilities:• Acquire and service UHNI HNI clients for PCG having a book size of Rs.25 lac and above.• Achieve revenue targets through broking/trading (viz. equity, derivatives, currency & commodity markets) and cross-selling third-party products like mutual funds, PMS, AIFs.• Manage existing books...

**Key Responsibility**: Ø Handling & Advising clients on Commodity, Currency product. Ø Passing on research calls and engaging clients to trade. Ø Creation of revenue through effective Advisory. **Specifications Required** - **Minimum 6 Months -4 Years’ experience.** - Commodity, Equity, Currency Market Knowledge. - Able to Understand Market Reports...

Position: Team Lead - PCG / Playing Captain RoleLocation: Hyderabad, Mumbai & PuneAbout UsAt Nuvama Professional Clients, we serve an elite clientele including UHNI, Family Offices, Corporates, and Quasi-Institutions. With more than a decade of leadership in India's wealth management industry, we are synonymous with excellence and innovation. We're looking...

❖ Responsible for acquiring & upselling to quality clients through networking, database and market intelligence and be the one point of contact for these high net-worth clients ❖ Promote Sales of third party products - Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, AIF and other Structure Products ❖ He/she should...

Job DescriptionRoles and Responsibilities:- The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue- Cross selling third party products and inhouse products launched by Sharekhan from time to time- Servicing existing/ newly acquired clients of Sharekhan One segment.- Generate Interest Income by using...

Job Title: Sales Strategist – ForexBusiness : Nuvama Professional Clients Group (PCG)Locations: Mumbai / Delhi / KolkataExperience: 5+ yearsRole Type: Mid-Senior Level | Front-End SalesAbout Nuvama PCGAt Nuvama Professional Clients Group, we serve a distinguished set of clients including Ultra HNIs, Family Offices, Corporates, and Quasi-Institutions. With...