PCG ELITE SALES Mumbai

DescriptionKEY RESPONSIBILITIES AND ACCOUNTABILITIES 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. Showcase entire product suite of "Kotak Group" to existing clients and growing their assets across...

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...

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,...

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...

Company DescriptionFounded in 1960, Kunvarji has grown into a leading conglomerate known for its commitment to trust, integrity, and excellence. With over six decades of experience, the company has a diversified presence in Wealth Solutions, Agri Commodities, Real Estate Advisory, Merchant Banking, Tech Solutions, and Insurance Broking. Headquartered in...

Greetings From Scorelabs Inc We Are Hiring HNI Sales Manager PCG Must have stability throughout their career with no frequent job changes and no gaps. Exclude candidates from retail broking or branch banking roles Call Hr Suvarna Required Candidate profileExp In Managing HNI & PCG Clients Candidates Should have 4+ Years Of Exp In Client Facing roles...

Position - VP AVP DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee/IFA), Equity Broking1) Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and...

PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment Products1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like...

Acquire PCG/HNI clients. Min 3 years of experience in client-facing roles with a strong focus on HNI and Ultra HNI client acquisition.

DescriptionWe are seeking a highly motivated and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities and commercial assets. The ideal candidate will have a strong...