SVP / VP / AVP/ Relationship Managers - PCG

2 weeks ago

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

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

  1. 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.
  2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds).
  3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue.
  4. 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
  5. Understanding of clients profile and suggest Portfolio/ Asset Allocation.
  6. To improve and maintain the client activity ratio by activating clients across the segments
  7. Ability to coordinate with Third Party Product Manufacturers, and all the stake holders.

8.Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products

Candidate Profile

  1. Graduate Post Graduate
  2. Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products.
  3. Should have in-depth understanding of micro & macros moreover expertise in stock, sectorand overall market (Global & Domestic)

Location-Kolkata,Mumbai,Bengaluru,Hyderabad,Chennai,Pune,Jaipur,Ahmedabad,Delhi, Telangana, Vadodra

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

    3 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...

  • PCG Trainer

    5 days ago

    Mumbai, Maharashtra, India Happy Staffers Full time ₹ 15,00,000 per year

    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 Trainer

    2 weeks ago

    Mumbai, Maharashtra, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    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...

  • Advisor PCG

    2 weeks ago

    Mumbai, Maharashtra, India Mirus Solutions Private Limited Full time ₹ 88,800 - ₹ 30,00,000 per year

    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...

  • AVP/ VP

    2 weeks ago

    Mumbai, Maharashtra, India Mercer Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    We are seeking a talented individual to join our Mumbai team at Marsh India Insurance Brokers Pvt Ltd. This is a hybrid role that has a requirement of working at least three days a week in the office.AVP / VP Employee Health & Benefits ConsultingWe will count on you to:Develop plans for execution of large EH&B consulting client engagements.Identify...

  • IT Sales Executive

    6 days ago

    Mumbai, Maharashtra, India SVP InfoTech Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionSVP InfoTech is a global software consulting, technology services, and outsourcing company with over 8 years of experience. The company is dedicated to providing competitive software solutions that exceed client expectations. Having delivered more than 100 portals and published over 70 mobile apps, SVP InfoTech boasts expertise in a wide...

  • Advisor PCG

    2 weeks ago

    Mumbai, Maharashtra, India Mirus Solution Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    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

  • AVP / VP Sales & Marketing- Cardio & Diabeto segment - Mumbai HQ

    2 weeks ago

    Mumbai, Maharashtra, India HRD House Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Roles and Responsibilities1. As AVP / VP Sales and Marketing you will be responsible for handling Cardio & Diabetic segment for reputed pharma company in Mumbai HQ.2 Candidates will be responsible for handling P&L Budgeting and Top line and Bottom line for the new division.3. Candidates will be responsible for launching new products and implementing...

  • AVP, DVP, and VP Roles in Equipment/ Asset Leasing

    6 days ago

    Mumbai, Maharashtra, India Equiflex Private Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    We'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...

  • Advisor - PCG

    4 weeks ago

    Mumbai, Maharashtra, India, Maharashtra KG Engineering & Consultancy Full time

    Job 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...