VP / AVP / DVP PCG Advisor - Partner Alliance
6 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
Location: Mumbai,Thane,Navi Mumbai,Ahmedabad,Kolkata,Bengaluru,Chennai,Hyderabad,Pune,Surat,Kochi,Jaipur,Indore,Vadodra, Delhi, Trivendrum
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VP/ AVP/ DVP PCG
6 days ago
Mumbai, Navi Mumbai, New Delhi, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 per yearVP/ AVP/ DVP PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee/IFA/B2B), Equity Broking1) 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....
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VP/ AVP/ DVP
6 days ago
Kolkata, Mumbai, Thane, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 per yearVP/ 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 quality...
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Mumbai, Maharashtra, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 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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AVP/VP- Advisory
2 weeks ago
Mumbai, Maharashtra, India Value Innovation Labs Full timeWe'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...
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PCG Advisor/ B2B Franchisee Partner Alliance
6 days ago
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AVP/VP- Advisory
2 weeks ago
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AVP/VP- Advisory
1 week ago
Mumbai, Maharashtra, India Value Innovation Labs Full timeWe'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...
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AVP/VP- Advisory
5 days ago
Mumbai, Maharashtra, India Value Innovation Labs Full timeWe'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...
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Ahmedabad, Mumbai, Surat, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 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 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...
