VP / AVP / Manager , PCG ( Pvt. Client Group ) Advisory
1 week 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, analysing
7) information & recommending portfolios.
8) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets &
9) meetings, con calls.
10) Coordinate with Third Party Product Manufacturers, and all the stake holders.
11) 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.
5 To 10 Years in a Equity Broking firm. Good understanding and knowledge of Equity, Derivatives - Equity, Commodity & Currency Segment, MF, PMS, AIF, IPO, LAS and all related product.
Skills : -
Equity Advisory, Stock Broking , PMS, Mutual Fund, AIF, LAS, IPO, Investment Products
Equity Advisory, Wealth Management, Knowledge of Investments products - Mutual Funds, PMS- Portfolio Management Services, Corporate FD, IPO, LAS, Insurance,
Location : - Trivendrum, Delhi, Vadodra, Kolkata, Bengaluru, Mumbai, Hyderabad, Pune
-
PCG Dealer
1 week ago
Kolkata, West Bengal, India Suvidha Placements Full time ₹ 6,00,000 - ₹ 12,00,000 per yearWill be advising PCG client on Equity investmentsMaintaining the portfolio of equityDeveloping rapport with Clients. Meeting brokerage targets. If interested pls connect , Required Candidate profileGraduate with NISM VIIIPrior exprience of handling PCG Clients with large AUMPrior exp both cash and derivative market. Good communication and presentation...
-
PCG -Sales - Kolkata
2 weeks ago
Kolkata, West Bengal, India Kotak Mahindra Bank Full time ₹ 20,00,000 - ₹ 25,00,000 per yearDescriptionKEY RESPONSIBILITIES AND ACCOUNTABILITIES Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth...
-
Unit Manager- Investment B2B Sales
6 days ago
Kolkata, West Bengal, India NJ Group Full time ₹ 1,20,000 - ₹ 3,90,000 per yearGreeting from NJ India Invest ...NJ India Invest Pvt. Ltd is a leading advisors and distributors of financial products and services in India. NJ began its journey in 1994 in Surat and has over a decade of rich exposure in financial investment space, portfolio advisory services and distribution of financial products. At NJ we exist to provide quality...
-
Legal Manager
4 days ago
Kolkata, West Bengal, India Jain Group Full time ₹ 20,00,000 - ₹ 25,00,000 per yearCompany DescriptionThe Jain Group is a prominent organization in the Real Estate, Hospitality, and Finance sectors in East India. Known for its trusted residential brand "Dream Homes," the Group has developed over a million square feet of real estate space across Kolkata, Siliguri, and Durgapur. Expanding into hospitality, the Jain Group has partnered with...
-
Sales, Sales Manager
6 days ago
Kolkata, West Bengal, India Della Group Full time ₹ 10,000 - ₹ 20,000 per yearJob Description:About Della Adventure & Resorts Pvt. Ltd.Della Adventure & Resorts Pvt. Ltd. is India's largest extreme adventure park and a premium luxury resort, offering an unparalleled combination of world-class hospitality, innovative experiences, and adventure tourism. We are committed to delivering excellence through service, experiences, and...
-
IT Group Manager
2 weeks ago
Kolkata, West Bengal, India ERM Placement Services Full time ₹ 20,00,000 - ₹ 25,00,000 per yearRole : IT Group ManagerLocation : KolkataJob Description:Experience : 10 years and aboveResponsibilities:Management of IT team at group level. Participation to HR of IT team in the group.Global IT policy and procedures.Global IT security and integrity of protection system.Crisis management related to IT.Classification and management of files.Development of...
-
Kolkata, West Bengal, India Exemplar Global Resources Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Description:Exemplar Global Resources Pvt Ltd, is a professional executive search firm offers proactive services, which are customized to cater to the manpower needs of our clients. We're hiring for the following position. Kindly find details.Role: Group Company SecretarySkillset: CS and Legal compliancesShould be qualified CSExperience: 15+...
-
Inside Sales Representative
4 days ago
Kolkata, West Bengal, India A One Advisory Full time ₹ 3,00,000 - ₹ 6,00,000 per yearAbout A One Advisory:A One Advisory is a leading finance consulting firm specializing in credit rating advisory and financial consultancy. Established by first-generation entrepreneurs with over 30 years of experience in the finance industry, the firm has successfully executed over 2,000 assignments.Job Description:We are seeking a highly motivated and...
-
Sr. Manager
9 hours ago
Kolkata, West Bengal, India Yes Bank Full time ₹ 1,20,000 - ₹ 1,80,000 per yearRole & responsibilitiesJob Title: Relationship Manager - Sr. Manager / AVPDepartment: Small Enterprises (SE) - Working Capital ProductsExperience: 3+ yearsGrade: Sr. Manager / AVPRole Summary:We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing...
-
Accountant
5 hours ago
Kolkata, West Bengal, India Smart Solution Advisory Full time ₹ 4,00,000 - ₹ 6,00,000 per yearRole DescriptionThis is a full-time on-site role for an Accountant role located in Kolkata. The Accountant will be responsible for preparing and examining financial records, ensuring compliance with regulations, managing accounts receivable/payable, and preparing tax returns. Additional tasks include performing audits, analyzing financial data, and offering...