
VP / AVP / DVP PCG Advisor - Partner Alliance
2 days 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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Navi Mumbai, Maharashtra, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per yearPosition - 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...
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PCG Advisor/ B2B Franchisee Partner Alliance
2 days ago
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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VP / AVP / DVP - PCG ( Pvt Client Group) Advisor
2 weeks ago
Mumbai, Maharashtra, India QuickTurtle Full time ₹ 1,04,000 - ₹ 1,30,878 per year1) 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...
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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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SVP/VP/ AVP/ Relationship Managers- PCG
21 hours ago
Mumbai, Maharashtra, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year1) 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...
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DVP / VP - Private Market Investments
1 week ago
Mumbai, Maharashtra, India, Maharashtra Intellectual Capital HR Consulting Pvt. Ltd. Full timeJob Description: DVP / VP - Private Market InvestmentsCompany: leading full service broking firm(insti, wealth, retail, merchant banking )Location: MumbaiExperience: 6 - 10 Years________________________________________Role SummaryWe are looking for a DVP/VP to lead private market investment advisory for High-Net-Worth Individuals (HNIs) and family offices....
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Advisor - PCG
1 week ago
Mumbai, Maharashtra, India, Maharashtra KG Engineering & Consultancy Full timeJob Title: Advisor – PCG Location: Mumbai, Hyderabad, Chennai, BangaloreExperience: Minimum 3 years in broking/trading domainNotice Period / Gap: Up to 60 daysCertification: NISM VIIIKey Responsibilities:Executing trades and order-punching across equity, derivatives, options, and cash segmentsManaging and servicing an existing base of HNI & UHNI...
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Company Secretary- AVP/DVP
6 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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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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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...