PCG Relationship Manager

Job Description Profile PCG Advisor Designation Assistant Manager & above PRIMARY JOB RESPONSIBILITIES  Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.  Generate direct brokerage revenues by advising various trading & stock ideas based on...

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.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 Management...

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...

PCG ADVISOR - JDDesignation: Equity AdvisorRoles and Responsibilities:Execute trades on behalf of clients, aligning with their investment strategies and preferences.Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.Promote and cross-sell third-party investment products, including...

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...

Company DescriptionAgeas Federal Life Insurance is a joint venture combining the global expertise of Ageas, a multinational insurance leader based in Europe, and the local strength of Federal Bank, one of India's premier banks. With a focus on providing innovative and customer-centric insurance solutions, the company aims to help individuals achieve their...

Role & responsibilitiesJob Summary:The Relationship Manager for Alternate Channel Sales will be responsible for building and managing relationships with partners in the alternate sales channels . This role requires a strategic thinker with strong interpersonal skills to drive business growth and achieve sales targets through non-traditional sales...

Job SummaryThe Network Relationship Manager is responsible for generating and managing associates through various platforms to support business growth. This role involves building strong networks, maintaining relationships with associates, and engaging with them both online and onsite.Key ResponsibilitiesGenerate and onboard associates through social media,...

Generate revenue from 4–5 assigned banks. * Promote incentive programs to bank staff. * Complete medicals to ensure policy issuance. * Explore new markets and segments. * Build customer base, cross/upsell, and maintain bank relations. Age: 23 – 35 years Min. 1 yrs exp. in life Insurance or Banking Strong communication skills Ability to build lasting...

Job Description Company Description Ageas Federal Life Insurance is a joint venture combining the global expertise of Ageas, a multinational insurance leader based in Europe, and the local strength of Federal Bank, one of India's premier banks. With a focus on providing innovative and customer-centric insurance solutions, the company aims to help individuals...