SVP/VP/ AVP/ Relationship Managers- PCG

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...

Job Role: PCG (ARM)Qualification: Any GraduateExperience: Minimum 1 years1) Assisting Relationship Manager / AVP in their work. RM/AVP are in the job of wealth management. They advise clients about their investments in Mutual Funds, Bonds, Equities, AIF, and Fixed Deposits etc.2) Maintaining and preparing portfolio and meeting client requirements. This may...

This Opportunity is with a leading Financial Services company for their office in Mumbai locationRole: Sr. PCG AdvisorExperience: YearsJob Description:Roles & Responsibilities:Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs.Recommend suitable investment products such as mutual funds, equities, bonds, insurance,...

1) Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM. 2) Acquiring, Deepening and Retaining HNI / UHNI clients 3) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm. 4) Prospect new client relationships by engaging in multiple activities like...

Role OverviewWe are seeking a high-performing AVP/VP Sales & Business Development to drive revenue growth, enterprise client acquisition, and strategic partnerships. This is a leadership role for a dynamic sales professional with proven success in B2B sales within commercial real estate, interiors, construction, or allied industries.The individual will play...

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...

InCred is a new age and fast-growing broking and wealth management firm, with a vision to bea leading platform for HNIs & UHNIs. InCred Group has businesses across lending, WealthManagement, Asset Management, Investment Banking, Institutional & Non-Institutional EquitiesResearch & Broking and Wholesale Debt Market. At present InCred Wealth has international...

Role & responsibilitiesClient Advisory Provide tailored financial advice and portfolio strategies to HNW/UHNW clients based on risk profile and financial goals.Client Acquisition Identify, engage, and onboard new high-net-worth clients through networking, referrals, and strategic outreach.Investment Products Recommend and manage a range of...

Job Title: Advisor – PCG Team Lead Location: Mumbai Experience: Minimum 5 years in broking, with team-handling experience Notice Period / Gap: Up to 10 days Key Responsibilities: Playing-Captain Role: Responsible for own P&L delivery while managing and mentoring a team Attract, onboard, and lead a team of 4–5 advisors & traders Execute trades and orders...

InCred is a new age and fast-growing broking and wealth management firm, with a vision to bea leading platform for HNIs & UHNIs. InCred Group has businesses across lending, WealthManagement, Asset Management, Investment Banking, Institutional & Non-Institutional EquitiesResearch & Broking and Wholesale Debt Market. At present InCred Wealth has international...