PCG Advisor

1 day ago


Surat, Gujarat, India QuickTurtle Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Job Description

PCG Advisor/ B2B Franchisee Partner Alliance-Equity&Investment Products

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers.

2) Build rapport with these Partners & help them on-board their clients across products.

3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc.

4) Ensure best services to the Partners (Franchisees, IFAs, Remisers).

5) Help distributors on joint calls.

Experience :

  1. Should be from Equity Broking Industry with minimum of 2 years of experience.
  2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable.
  3. Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF .
  4. Need to have good communication skills.
  5. Need to have ability to learn and update regularly on Capital Markets.
  6. Desired to achieve sales target.


  • Surat, Gujarat, India QuickTurtle Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    1) Advising HNI/Ultra HNI clients on currency & commodity products.2) Individually handling clients with the book size of 25 lacs & above.3) Creation of revenue & Activation of clients through effective Advisory.4) Coordinating with clients for their daily trades in Commodity & Currency.5) Help customers to Execute trade online and place orders on behalf of...


  • Hyderabad, Mumbai, Surat, India QuickTurtle Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Description PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment Products1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity &...

  • Advisor- PCG

    2 weeks ago


    Ahmedabad, Surat, Bengaluru, India Quick Turtle Full time

    Job Description QuickTurtle is looking for an experienced and dynamic Advisor - PCG (Commodities & Currency) to join our team. In this role, you will be responsible for providing expert advice to High Net Worth (HNI) and Ultra HNI clients on commodity and currency products, driving revenue, and ensuring exceptional client service. Key Responsibilities -...


  • Ahmedabad, Surat, Kolkata, India Quick Turtle Full time

    Job Description QuickTurtle is seeking experienced and driven SVP/VP/AVP/Relationship Managers for our Private Client Group (PCG) Advisory team. In this role, you will be responsible for acquiring, managing, and advising Ultra High Net Worth (UHNI) and High Net Worth (HNI) clients, driving revenue across a diverse range of investment products, and ensuring...

  • Equity Advisor

    2 weeks ago


    Hyderabad, Surat, Bengaluru, India Quick Turtle Full time

    Job Description - Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. - Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. - Keep clients in active category as per the defined norms. - Activate dormant clients. - Resolve client querries. - Maintain records of...

  • ▷ 15h Left: VP

    2 weeks ago


    Ahmedabad, Surat, Chennai, India Quick Turtle Full time

    Job Description What are we looking for Quick Turtle is seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory. This position is crucial for acquiring and managing Ultra High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI) clients, providing expert advice on various market instruments, and...


  • Surat, Bengaluru, Mumbai, India Quick Turtle Full time

    Job Description - Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. - Build rapport with these Partners & help them on-board their clients across products. - Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS),...

  • VP/ AVP

    2 days ago


    Delhi, NCR, Surat, Thiruvananthapuram, 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...