SVP/VP/ AVP/ Relationship Managers- PCG

23 hours ago

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

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

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

    5 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...

  • AVP/VP- Advisory

    3 weeks ago

    Mumbai, Maharashtra, India Value Innovation Labs Full time

    We'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...

  • AVP/VP- Advisory

    3 weeks ago

    Mumbai, Maharashtra, India Value Innovation Labs Full time

    We'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...

  • AVP/VP- Advisory

    2 weeks ago

    Mumbai, Maharashtra, India Value Innovation Labs Full time

    We'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...

  • VP/ AVP Financial Research

    3 weeks ago

    Mumbai, Maharashtra, India Axience Full time

    About the CompanyAxience is a professional business services firm, established with a credo of delivering "Integrated Bespoke Solutions" for our clientsWe provide high quality bespoke and boutique style financial and business research services and have established ourselves as a well-regarded research firm delivering value-added and complex work to a strong...

  • VP/ AVP Financial Research

    3 weeks ago

    Mumbai, Maharashtra, India Axience Full time

    About the Company- Axience is a professional business services firm, established with a credo of delivering "Integrated Bespoke Solutions" for our clients- We provide high quality bespoke and boutique style financial and business research services and have established ourselves as a well-regarded research firm delivering value-added and complex work to a...

  • VP/ AVP Financial Research

    3 weeks ago

    Mumbai, Maharashtra, India Axience Full time

    About the Company Axience is a professional business services firm, established with a credo of delivering "Integrated Bespoke Solutions" for our clients We provide high quality bespoke and boutique style financial and business research services and have established ourselves as a well-regarded research firm delivering value-added and complex work to a...

  • VP/ AVP Financial Research

    3 weeks ago

    Mumbai, Maharashtra, India Axience Full time

    About the CompanyAxience is a professional business services firm, established with a credo of delivering "Integrated Bespoke Solutions" for our clientsWe provide high quality bespoke and boutique style financial and business research services and have established ourselves as a well-regarded research firm delivering value-added and complex work to a strong...

  • Consultant / Senior Consultant / AVP / VP – Research and Consulting

    2 weeks ago

    Mumbai, Maharashtra, India Axience Full time

    About Axience- Axience is a professional business services firm, established with a credo of delivering "Integrated Bespoke Solutions" to our clients- We provide high quality customized and boutique style business and financial research services and have established ourselves as a well-regarded research firm with strong clientele, board, and management team-...

  • IT Sales Executive

    1 week ago

    Mumbai, Maharashtra, India SVP InfoTech Full time ₹ 1,04,000 - ₹ 1,30,878 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...