
SVP / VP/ AVP / Relationship Managers- PCG (Private Client Group)
1 day ago
1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.
2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.
3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance.
4) Handling Queries & complains of client's & solving it within TAT.
5) Should apply deep market understanding & Advance strategies to increase book size & revenue.
6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
7) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets &
meetings, con calls.
8) Coordinate with Third Party Product Manufacturers, and all the stake holders.
Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products
7 To 12 Years in the Stock Broking firms
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SVP / VP / AVP/ Relationship Managers - PCG
2 weeks ago
Kolkata, West Bengal, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per yearSVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & InvestmentsThe main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and...
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Kolkata, West Bengal, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per yearThe main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio...
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SVP/VP/ AVP/ Relationship Managers- PCG
2 weeks ago
Kolkata, West Bengal, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 per year1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate...
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Kolkata, West Bengal, India QuickTurtle Full time ₹ 8,00,000 - ₹ 25,00,000 per year1) 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 , Loans5) Exceptional Selling Skills, Soft Skills, and...
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Kolkata, West Bengal, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRole & responsibilities :Responsible to Brokerage generation primarily through advising HNI clientson their Equity & Derivative portfolio.New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets.Key Deliverables:Ensure timely advice to customers for Equity and Derivative marketsPortfolio Review to...
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AVP Sales
2 weeks ago
Kolkata, West Bengal, India Proviso Full time ₹ 15,00,000 - ₹ 30,00,000 per yearJob Title:· AVP of Sales [Noida Branch]· AVP of Sales [Kolkata Branch]Reports To:CEO / Director & Head of OperationsRole Summary:We are looking for an experienced and visionary Senior Sales Head/AVP of Sales to lead and scale our sales function. This is not just a revenue-driving role; it's a strategic leadership position responsible for building a...
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Relationship Manager
1 week ago
Kolkata, West Bengal, India Kotak Mahindra Bank Full time ₹ 8,00,000 - ₹ 18,00,000 per yearRelationship Manager-CORPORATE BANKING-SalesRM is responsible to structure and propose new products to existing clients and get new clients Relationship & Account management, origination & execution for corporate banking related products – Assets, DCM, FX & GTS etc. Deeper penetration of groups across banking products including cross sell of...
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Associate Vice President
1 day ago
Kolkata, West Bengal, India Parker's Group of Companies Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionParker's Group of Companies is one of the largest Corporate DSA and the fastest emerging Loan Distribution Company in India. Founded by Mr. Pankaj Shukla, Managing Director, in 2021, Parker's Group operates under the flagship of M/s Aadrika Information Services Private Limited (established in 2016) and M/s Finance Solution Services...
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Client Relationship Manager
3 days ago
Kolkata, West Bengal, India ICFAI University Full time ₹ 2,40,000 - ₹ 4,80,000 per yearJob Title: Client Relationship ManagerLocation: KolkataJob Type: Full-Time | PermanentSalary: ₹30,000 – ₹40,000 per month (Fixed) + Attractive IncentivesExperience Required: 5–10 years in Sales/Marketing with at least 3 years in Corporate/B2B SalesAge Requirement: 30+ yearsAbout the Role:We are hiring a Marketing Officer to promote the ICFAI Group's...
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Senior Credit Analyst
4 days ago
Kolkata, West Bengal, India LSI Group Full time ₹ 20,00,000 - ₹ 25,00,000 per yearLSI Group, is a category -1 Merchant Banker with its pan-India presence, is a one-stop window of comprehensive services in financial advisory, engineering, resolution, and valuation. Our expertise spans Debt Syndication, Financial & debt restructuring, M&A Advisory, Engineering Consultancy-PMC Services and Valuation Services. We prioritize creating knowledge...