VP/ AVP
2 days 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), LAS, IPO, 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, analyzing 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.
9) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment.
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Team Lead
7 hours ago
Ahmedabad, Gujarat, India Bridge Abroad Full time ₹ 18,00,000 per yearCompany Name Job Title Industry Type MUFG Intime India Private Limited Team Member Wealth Management Operations Ahmedabad Functional Area Location CTC 3 LPA Key Duties/Responsibilities: 1. Improving quality of investor service through correspondence emails, Letters and OTC visits. 2. Guiding & controlling all members of Investor relations team. 3....
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VP/ AVP/ Relationship Managers- PCG Advisory
4 days ago
Ahmedabad, Gujarat, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket size of Rs25Lac and above2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs...
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Retail Sales Executive
7 hours ago
Ahmedabad, Gujarat, India Rentomojo Full time ₹ 2,00,000 - ₹ 5,00,000 per yearAbout the Company We, RentoMojo, were founded by IITM alums and serial entrepreneurs who worked out of almost every major city in India in his first five years of corporate career. Frustrated with the hassles of relocating from one place to the other, and tired of finding that perfect cluster of home essentials that suited their lifestyle. "The spending...
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Warehouse manager
11 hours ago
Ahmedabad, Gujarat, India Rentomojo Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAbout the Company We, RentoMojo, were founded by IITM alums and serial entrepreneurs who worked out of almost every major city in India in his first five years of corporate careers. Frustrated with the hassles of relocating from one place to the other, and tired of finding that perfect cluster of home essentials that suited their lifestyle. "The...
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VP/ AVP
2 weeks ago
Ahmedabad, Hyderabad, Kolkata, India Quick Turtle Full timeJob Description VP/AVP/BM - NRI Desk QuickTurtle is seeking an accomplished and results-oriented VP/AVP/BM for our NRI Desk. In this leadership role, you'll be responsible for driving revenue targets, building and managing a high-performing team of NRI Relationship Managers, and expanding our presence with clients in Dubai and other offshore locations across...
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VP/ AVP/ Relationship Manager
2 weeks ago
Ahmedabad, Jaipur, Delhi NCR, India Quick Turtle Full timeJob Description VP/ AVP/ Relationship Managers- PCG (Private Client Group) 1. The 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. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling...
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▷ 15h Left: VP
2 weeks ago
Ahmedabad, Surat, Chennai, India Quick Turtle Full timeJob Description What are we looking for Quick Turtle is seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory. This position is crucial for acquiring and managing Ultra High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI) clients, providing expert advice on various market instruments, and...
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SVP/VP/ AVP/ Relationship Managers- PCG
2 weeks ago
Ahmedabad, Surat, Kolkata, India Quick Turtle Full timeJob Description QuickTurtle is seeking experienced and driven SVP/VP/AVP/Relationship Managers for our Private Client Group (PCG) Advisory team. In this role, you will be responsible for acquiring, managing, and advising Ultra High Net Worth (UHNI) and High Net Worth (HNI) clients, driving revenue across a diverse range of investment products, and ensuring...
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Branch Managers- Top Bank
2 weeks ago
Ahmedabad, Surat, India Gips Consultancy Full time ₹ 1,00,00,000 - ₹ 2,00,00,000 per yearResponsible for including HNI customers into the Preferred and offering them a superior customerexperience to enhance the profitability of the relationshipLead a result oriented team for managing the Branch Profitability. Grade - AVP & VP Required Candidate profileWealth Management RM team Handling & Own all branch banking objective and overall branch...
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SVP / VP / AVP / Relationship Managers - PCG
2 weeks ago
Ahmedabad, Jaipur, Delhi, India Quick Turtle Full timeJob Description 1. The 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. 2. 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),...
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VP / AVP / Branch Manager - NRI Desk
2 weeks ago
Ahmedabad, Hyderabad, Kolkata, India Quick Turtle Full timeJob Description - The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. - Responsibility will also include Hiring and...
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WBO:WBSU-Head - WBSU
4 weeks ago
Ahmedabad, India Axis Bank Full timeJob Description WBO:WBSU-Head - WBSU INTERNAL USAGE: No. of Vacancies: Reports to: CBO - Head Is a Team leader Y Team Size: 20 Grade: VP - SVP Business: Corporate Center Department: Wholesale Banking Operations Sub-Department: WBO - CBO Location: About Wholesale Banking Operations Wholesale Banking Operations manages the entire life cycle of the Wholesale...
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Warehouse Executive
4 weeks ago
Ahmedabad, India RentoMojo Full timeJob Description About The Company We, RentoMojo, were founded by IITM alums and serial entrepreneurs who worked out of almost every major city in India in his first five years of corporate careers. Frustrated with the hassles of relocating from one place to the other, and tired of finding that perfect cluster of home essentials that suited their lifestyle. -...