PCG Advisor/ B2B Franchisee Partner Alliance

Pvt 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...

Advisor – 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...

Job 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...

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...

Regional Franchisee & Fintech Partner (Pre-Launch Opportunity)Amifi Fintech Labs Private Limited| Remote | Commission-Based PartnershipAbout AmifiAmifi is aprivacy-first, AI-powered personal finance apphelping users stayFinancially Disciplinedtoward their short-, mid-, and long-term goals.Built for the global middle-income segment, Amifi combineson-device...

Advise 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

KEY RESPONSIBILITIESAdvising clients on the portfolios and cross selling of third party products.Franchisee equity advisory - to convince the HNI clients of the franchisees to work on our calls and generate business.Business analysis and business development by giving training and seminars.For managing day to day or daily client risk. To coordinate with CSE...

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...

Regional Head - Stock Broking & Investment Products, B2B Franchisee & Partner AlliancesAchieve given AUM and Revenue targets Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares,...

1) Achieve given AUM and Revenue targets2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel.3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products,...