SVP/VP/ AVP/ Relationship Managers- PCG
4 days ago
1) 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 Investment Funds), Insurance.
4) Handling Queries & complains of client's & solving it within TAT.
5) Should apply deep market understanding & Advance strategies to increase book size & revenue.
6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
7) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets &
meetings, con calls.
8) Coordinate with Third Party Product Manufacturers, and all the stake holders.
Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products
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AVP/VP/SVP - Liability Facultative
4 hours ago
Mumbai, Maharashtra, India SKS Enterpprises Full time ₹ 20,00,000 - ₹ 25,00,000 per yearPosition Name - AVP | VP | SVP - Liability Facultative Location - Bangalore, Mumbai, Delhi, Kolkata, PuneExperience Range - 8+ yearsJob Overview:The Director – Facultative (Sales) is responsible for leading and managing sales strategies for facultative reinsurance products. This role involves developing and executing sales plans, building client...
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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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Assistant Relationship Manager
2 days ago
Mumbai, Maharashtra, India Systematix Shares & Stocks Full time ₹ 6,00,000 - ₹ 12,00,000 per yearJob 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...
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Pcg Relationship Manager
4 days ago
Navi Mumbai, Maharashtra, India Topgear Consultants Full time ₹ 20,00,000 - ₹ 25,00,000 per yearThis 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,...
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PCG Trainer
2 weeks ago
Mumbai, Maharashtra, India Happy Staffers Full time ₹ 15,00,000 per yearRole 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...
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Sr Manager/ AVP/ VP
6 days ago
Mumbai, Maharashtra, India AdvantageClub Full time ₹ 12,00,000 - ₹ 36,00,000 per yearCompany Description is a global AI-powered engagement and rewards platform that centralizes solutions like rewards and recognition, sales incentives, flexible benefits, customer loyalty programs, and wellbeing initiatives. With a presence in over 100 countries and a user base exceeding 15 million, serves more than 1,100 clients, offering access to 10,000+...
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SVP/VP/AVP/Relationship Manager
6 days ago
Mumbai, Maharashtra, India QuickTurtle Full time ₹ 15,00,000 - ₹ 35,00,000 per year1) 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...
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IT Sales Executive
2 weeks ago
Mumbai, Maharashtra, India SVP InfoTech Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany 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...
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PCG product
2 days ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per yearDescriptionJOB ROLE· To manage the product team.· To manage the relationship with external fund houses which are product manufacturers.· To implement relevant strategic & tactical management initiatives.· To support the channel by assisting them with timely reverts on their MIS related queries.· To analyze and data mine to generate relevant reports and...
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AVP/VP Sales
2 days ago
Mumbai, Maharashtra, India Uberlife Consulting Full time ₹ 10,00,000 - ₹ 30,00,000 per yearRole 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...