Hni Pcg Sales

Role & responsibilitiesTo acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and facilitate a seamless transition to the dealing team.Minimum 4-5 years of experience in client-facing roles with a strong focus on HNI and Ultra HNI client acquisition.Exclude candidates from retail broking or branch banking rolesMust have stability...

Job 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 on equipping PCG advisors with comprehensive product knowledge, client relationship strategies, and market insights. The trainer will work closely with business...

Department - PCG - Sales - Job posted on - Jan 27, 2025 - Employment type - Fulltime-Probationary **Company Profile**:A. K Group, a financial conglomerate was founded by Mr. A.K Mittal with a vision to operate anddevelop the Indian debt capital markets which were in nascent stage. A. K Group over the period has emerged as oneof the most trusted Bond Houses...

PCG Equity AdvisorShould have experience in handling HNI, UHNI,have experience in Trading and Order Punching,should have knowledge of derivatives, options, cash, and trading.Candidate should have exp in client acquisition and client servicing Required Candidate profileQualification: Graduation Experience: 3+ Years in Equity / MF / PMS / Broking Domain...

Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team.Managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio. HR Suvarna Required Candidate profile4-6 years of experience in HNI sales or UHNI .understanding of investment, portfolio management,...

As a Unit Head, you will be responsible for managing PCG sales, sales traders,Sales Manager team and branch operations .

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 servicing....

Must have experience into Client acquisition, UHNI/HNI Acquisition, investment products, PCG.Must have experience into acquisition of Corporates and Private wealth clients.Must have own self built AUM. Must have good communication skills. Required Candidate profileMust have experience into Client acquisition, UHNI/HNI Acquisition, investment products,...

Designation : HNI Relationship Manager Salary Range : 4:50LPA UPTO + Incentive + Other Benefits Qualification : Graduation **Roles and Responsibilities** - Managing HNI/Ultra/ Super HNI Clients, retaining & enhancing advisory relationships. - Manage Trading and Monitoring the top clients and their needs from 360 degree solutions. Handling HNI Advisory /...

HNI RM - Assistant Manager Manager Job Responsibilities It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking data base and market intelligence And he she should have a maximum number of own clients relationships and he she should be aware of local market intelligence Promote Focus...