SVP/VP/ AVP/ Relationship Managers- PCG
3 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), 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.
Location : Telangana, Delhi, Vadodra,Ahmedabad,Surat,Kolkata,Mumbai,Bengaluru,Hyderabad,Chennai,Pune,Jaipur
Candidate profile : 1. Graduate Post Graduate
2. Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products.
3. Should have in-depth understanding of micro & macros moreover expertise in stock, sector and overall market (Global & Domestic)
-
SVP / VP / AVP/ Relationship Managers- PCG
2 days ago
Bengaluru, Kolkata, Mumbai, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 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...
-
Kolkata, West Bengal, India QuickTurtle Full time ₹ 9,00,000 - ₹ 12,00,000 per yearSVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group) Advisory1) 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...
-
Vadodara, Gujarat, India QuickTurtle Full time ₹ 1,04,000 - ₹ 1,30,878 per yearSVP / VP / AVP / Relationship Manager-Private Banker/Wealth Management1) 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...
-
SVP/VP/ AVP
3 days ago
Hyderabad, Thiruvananthapuram, Vadodara, India QuickTurtle Full time ₹ 10,00,000 - ₹ 20,00,000 per yearSVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention).2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional...
-
VP/ AVP/ DVP PCG
3 days ago
Mumbai, Navi Mumbai, New Delhi, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 per yearVP/ AVP/ DVP PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee/IFA/B2B), Equity Broking1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodit . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing....
-
Hyderabad, Thiruvananthapuram, Vadodara, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 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...
-
Delhi, Delhi, India QuickTurtle Full time ₹ 1,04,000 - ₹ 1,30,878 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...
-
VP/ AVP/ DVP
3 days ago
Kolkata, Mumbai, Thane, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 per yearVP/ 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 quality...
-
Senior Financial Relationship Manager
1 week ago
Kolkata, Bengaluru / Bangalore, Mumbai, India beBeeClient Full time ₹ 8,00,000 - ₹ 12,00,000Job TitleSVP/VP/AVP Relationship Managers PCGMain Responsibilities:• Acquire and service UHNI HNI clients for PCG having a book size of Rs.25 lac and above.• Achieve revenue targets through broking/trading (viz. equity, derivatives, currency & commodity markets) and cross-selling third-party products like mutual funds, PMS, AIFs.• Manage existing books...
-
Kolkata, West Bengal, India QuickTurtle Full time ₹ 1,04,000 - ₹ 1,30,878 per year1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having per client ticket size of Rs 25Lac 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...
