VP / AVP / DVP - PCG (Pvt Client Group) Advisor

2 weeks ago

Ahmedabad Mumbai Surat, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year

1) 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 servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise

3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity

4) Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue

5) Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis.

6) Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable

7) Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory

8) Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity

9) Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm.

Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies.

10) Existing Relationship Manager Team Leaders, having

  • Commodity Advisor PCG

    2 days ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    Job Specifications Role Designation: Advisor-PCG Department: PCG-Commodity Function: Advisory Company: MOFSL Reporting to: Group Leader Location: Ahmedabad Job Purpose Advising HNI/Ultra HNI clients on commodity product Key Deliverables Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through...

  • Commodity Advisor PCG

    2 days ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    Job Specifications Role Designation: Advisor-PCG Department: PCG-Commodity Function: Advisory Company: MOFSL Reporting to: Group Leader Location: Ahmedabad Job Purpose Advising HNI/Ultra HNI clients on commodity product Key Deliverables Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through...

  • Commodity Advisor PCG

    2 days ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    Job SpecificationsRole Designation: Advisor-PCGDepartment: PCG-CommodityFunction: AdvisoryCompany: MOFSLReporting to: Group LeaderLocation: AhmedabadJob PurposeAdvising HNI/Ultra HNI clients on commodity productKey DeliverablesIndividually handling clients with the book size of 25 lacs & above.Creation of revenue & Activation of clients through effective...

  • Commodity Advisor PCG

    2 days ago

    ahmedabad, India KG Engineering & Consultancy Full time

    Job SpecificationsRole Designation: Advisor-PCGDepartment: PCG-CommodityFunction: AdvisoryCompany: MOFSLReporting to: Group LeaderLocation: AhmedabadJob PurposeAdvising HNI/Ultra HNI clients on commodity productKey DeliverablesIndividually handling clients with the book size of 25 lacs & above.Creation of revenue & Activation of clients through effective...

  • Commodity Advisor PCG

    2 days ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    Job SpecificationsRole Designation: Advisor-PCGDepartment: PCG-CommodityFunction: AdvisoryCompany: MOFSLReporting to: Group LeaderLocation: AhmedabadJob PurposeAdvising HNI/Ultra HNI clients on commodity productKey DeliverablesIndividually handling clients with the book size of 25 lacs & above.Creation of revenue & Activation of clients through effective...

  • Commodity Advisor PCG

    16 hours ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    Job SpecificationsRole Designation: Advisor-PCGDepartment: PCG-CommodityFunction: AdvisoryCompany: MOFSLReporting to: Group LeaderLocation: AhmedabadJob PurposeAdvising HNI/Ultra HNI clients on commodity productKey DeliverablesIndividually handling clients with the book size of 25 lacs & above.Creation of revenue & Activation of clients through effective...

  • Wealth Advisor

    4 weeks ago

    Mumbai, India STAFFIAA Full time

    Position: PCG Advisor (Private Client Group) Location: Mumbai, Maharashtra, India CTC: 15 LPA +  Role Overview: We are looking for a PCG Advisor to manage and grow relationships with High Net Worth (HNI/Ultra-HNI) clients by providing comprehensive wealth management solutions. Key Responsibilities: Manage investment portfolios for HNI/Ultra-HNI clients....

  • PCG Trainer

    5 days ago

    Mumbai, Maharashtra, India Happy Staffers Full time

    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...

  • PCG advisor

    1 week ago

    Ahmedabad, Delhi, Mumbai, NCR, India Kapil Consultancy Recruitment Services Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Role of PCG Advisor with a leading broking and financial services firm. Reach out on or

  • AVP/DVP - Risk

    2 hours ago

    Mumbai, India Michael Page Full time

    About Our Client The hiring company is a large organization operating within the capital markets domain. Job Description *Implement comprehensive risk management policies aligned with SEBI and global CCP standards. *Establish effective risk identification, measurement, and control systems across all risk domains (credit, market, operational, liquidity) in...