Current jobs related to VP / AVP / DVP - PCG (Pvt Client Group) Advisor - Ahmedabad Mumbai Surat - QuickTurtle

  • VP / AVP / DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance

    4 days ago

    Mumbai, India QuickTurtle Full time

    Position - VP AVP DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee IFA), Equity Broking 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...

  • VP / AVP / DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance

    5 days ago

    Navi Mumbai, Maharashtra, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Position - VP 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...

  • AVP/VP- Advisory

    3 weeks ago

    Mumbai, Maharashtra, India Value Innovation Labs Full time

    We're Hiring | AVP / DVP / VP – Consulting & ValuationRole OverviewWe are looking for a dynamic and experienced leader to join our Consulting & Valuation team. This role will play a pivotal part in driving engagements with government bodies, agencies, and private clients—providing strategic counsel on real estate development, policy formulation, and...

  • SVP / VP / AVP/ Relationship Managers - PCG

    3 days ago

    Mumbai, India QuickTurtle Full time

    SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & Investments 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...

  • AVP/VP- Advisory

    3 weeks ago

    Mumbai, Maharashtra, India Value Innovation Labs Full time

    We're Hiring | AVP / DVP / VP – Consulting & Valuation Role Overview We are looking for a dynamic and experienced leader to join our Consulting & Valuation team . This role will play a pivotal part in driving engagements with government bodies, agencies, and private clients—providing strategic counsel on real estate development, policy formulation, and...

  • AVP/VP- Advisory

    2 weeks ago

    Mumbai, Maharashtra, India Value Innovation Labs Full time

    We're Hiring | AVP / DVP / VP – Consulting & ValuationRole OverviewWe are looking for a dynamic and experienced leader to join our Consulting & Valuation team. This role will play a pivotal part in driving engagements with government bodies, agencies, and private clients—providing strategic counsel on real estate development, policy formulation, and...

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

    2 weeks ago

    Mumbai, Maharashtra, India QuickTurtle Full time ₹ 1,04,000 - ₹ 1,30,878 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...

  • AVP/VP- Advisory

    7 days ago

    Mumbai, India Value Innovation Labs Full time

    We’re Hiring | AVP / DVP / VP – Consulting & ValuationRole OverviewWe are looking for a dynamic and experienced leader to join our Consulting & Valuation team . This role will play a pivotal part in driving engagements with government bodies, agencies, and private clients—providing strategic counsel on real estate development, policy formulation, and...

  • Avp/vp- advisory

    1 day ago

    Mumbai, India Value Innovation Labs Full time

    We’re Hiring | AVP / DVP / VP – Consulting & ValuationRole OverviewWe are looking for a dynamic and experienced leader to join our Consulting & Valuation team. This role will play a pivotal part in driving engagements with government bodies, agencies, and private clients—providing strategic counsel on real estate development, policy formulation, and...

  • AVP/VP- Advisory

    6 days ago

    Mumbai, India Value Innovation Labs Full time

    We’re Hiring | AVP / DVP / VP – Consulting & Valuation Role Overview We are looking for a dynamic and experienced leader to join our Consulting & Valuation team. This role will play a pivotal part in driving engagements with government bodies, agencies, and private clients—providing strategic counsel on real estate development, policy formulation,...

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

2 weeks ago

Ahmedabad Mumbai Surat, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 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

Location:,Ahmedabad,Surat,Kolkata,Bengaluru,Chennai,Hyderabad,Pune,Kochi,Jaipur,Indore,Vadodra, Delhi, Trivendrum