PCG Sales Wealth NRI desk

NRI WEALTH RELATIONSHIP MANAGER Location: Mindspace, Malad West, Mumbai (Onsite) Experience Required: 3 years+ (Work From Office) Joining Date : Immediate or within 1 month Salary Range: up TO 15 lpa + Additional benefits as per company's norms (Medi claim, Incentives, Travel Allowance, Phone Allowance etc) Monday to Saturday 9:45AM-6:45PM Except 2nd...

Job Description Location: Mumbai Experience Required: 03 years Plus Joining Date : Immediate or within 1 month Gender : **** Candidates Preferred Sector: BFSI (Knowledge about Mutual Funds / Insurance Products) Salary Range: CTC PA + Additional benefits as per company& rsquo s norms (Medi claim Incentives Travel Allowance Phone Allowance etc) I: KEY...

Role Designation: Manager/Sr. Manager –Trainer – Private Client GroupDepartment: TrainingFunction: TrainingReporting to: AVP - TrainingLocation: Prabhadevi, MumbaiJob PurposeTo design and deliver high-impact training programs that elevate the skills of the Private Client Group (PCG) team to deliver superior wealth management solutions. This role focuses...

DescriptionJOB ROLE· To manage the product team.· To manage the relationship with external fund houses which are product manufacturers.· To implement relevant strategic & tactical management initiatives.· To support the channel by assisting them with timely reverts on their MIS related queries.· To analyze and data mine to generate relevant reports and...

DescriptionWill be responsible for selling Equity based investment products to this set of Wealth customer base.  Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets  Will work in close coordination with the Wealth team to...

DescriptionKEY RESPONSIBILITIES AND ACCOUNTABILITIES Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client's profile. Showcase entire product suite of "Kotak Group" to existing clients and growing their assets across...

About the Company:Ventura is an omnichannel trading and investment platform with a network of branches, sub-brokers and Digital Channels. Founded in 1994, the company is now entering the next phase of growth by pivoting to a digital-first approach and strengthening its direct-to-consumer franchise. The company has carved out a separate fintech vertical...

Roles and ResponsibilitiesManage relationships with Non-Resident Indians (NRIs) to acquire new customers and expand existing ones.Develop a deep understanding of NRI customer needs and preferences to provide tailored solutions.Collaborate with internal teams to resolve issues related to NRI accounts and services.Maintain accurate records of client...

We are seeking a dynamic and result-oriented professional to handle NRI sales for a reputed Real Estate Developer. The role involves building strong relationships with overseas clients, understanding their requirements, and guiding them through the end-to-end property buying process.Key Responsibilities:Generate leads and manage sales for NRI clients across...

InCred is a new age and fast-growing broking and wealth management firm, with a vision to bea leading platform for HNIs & UHNIs. InCred Group has businesses across lending, WealthManagement, Asset Management, Investment Banking, Institutional & Non-Institutional EquitiesResearch & Broking and Wholesale Debt Market. At present InCred Wealth has international...