VP / AVP / DVP PCG Advisor - Partner Alliance
1 day ago
1) 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. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise
3) Helping Business Associate (Franchisee, IFA)to scale existing base & revenue through quality service & Showcasing future opportunity
4) Will 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 BA on regular basis
6) Will be responsible for executing - profiling of mapped large customers & BA 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 BA 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 hence, bring stability and longevity
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Mumbai, Maharashtra, India QuickTurtle Full time ₹ 9,00,000 - ₹ 12,00,000 per yearPCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment Products1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like...
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Mumbai, Maharashtra, India Equiflex Private Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per yearWe're Hiring – Sales Leaders in LeasingWe're expanding ourEquipment leasing sales teamand looking for passionate professionals who thrive in ahigh-performance, target-driven environment. Open Roles:AVP / DVP / VP – Frontline Sales Locations:Chennai | Bangalore | Mumbai | Hyderabad | Delhi | Pune | Gujarat | Kolkata Key Responsibilities:Originate leasing...
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Advisor PCG
2 weeks ago
Mumbai, Maharashtra, India Mirus Solutions Private Limited Full time ₹ 88,800 - ₹ 30,00,000 per yearAdvisor – PCGReporting To -Group Advisory Leader – PCGLocation- MumbaiJob PurposeGenerate brokerage by advising HNI/PCG clients on equity portfolios.Manage investment & trading portfolios of existing and new clients.Drive new client acquisition.Handle investment products (IP) along with equity trading.Key DeliverablesDerivative trading.Independently...
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PCG Trainer
5 days ago
Mumbai, Maharashtra, India Happy Staffers Full time ₹ 15,00,000 per yearRole 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...
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PCG Trainer
2 weeks ago
Mumbai, Maharashtra, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJob 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 on equipping PCG advisors with comprehensive product knowledge, client relationship strategies, and market insights. The trainer will work closely with business...
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Advisor PCG
2 weeks ago
Mumbai, Maharashtra, India Mirus Solution Full time ₹ 15,00,000 - ₹ 25,00,000 per yearAdvise HNI/PCG clients on equity & IP Manage portfolios (1 Cr+ book size) Drive client acquisition & trades Derivatives, Equity, Currency & Commodity advisory 5+ yrs exp, MBA/NCFM preferred
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Company Secretary- AVP/DVP
3 days ago
Mumbai, Maharashtra, India Premier Consultants Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJob Opportunity with a Leading BankNote: Candidates with Notice period of 30 DAYS or 60 DAYS are PreferredDesignation: Company Secretary- AVP/DVPLocation: MumbaiExperience: 9-15 YearsRole & Responsibilities:Convene and manage Board & Committee Meetings (Audit, NRC, Risk, CSR, IT Strategy) including agenda, notices, minutes, and resolutions.Handle shareholder...
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DVP / VP - Private Market Investments
2 weeks ago
Mumbai, Maharashtra, India Intellectual Capital HR Consulting Pvt. Ltd. Full time ₹ 20,00,000 - ₹ 25,00,000 per yearJob Description: DVP / VP - Private Market InvestmentsCompany: leading full service broking firm(insti, wealth, retail, merchant banking )Location: MumbaiExperience: Years________________________________________Role SummaryWe are looking for a DVP/VP to lead private market investment advisory for High-Net-Worth Individuals (HNIs) and family offices. This...
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Mumbai, Maharashtra, India QuickTurtle Full time ₹ 9,00,000 - ₹ 12,00,000 per yearPvt Client Group Advisor B2B Franchisee Partner Alliance , Equity & Investment Products1) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like...
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VP/AVP Wealth Manager
1 week ago
Mumbai, Maharashtra, India DC Consultants Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Description:We are having an opening for the position of VP/AVP Wealth Manager with one of our clients in the Financial Industry in Mumbai (Bandra).Key Responsibilities:Traveling and meeting the corporates, sourcing the mandates for PAN India, meeting the investors, and closing funds raising PAN India. We need to raise funds from...
