The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.
Achieve the Revenue Target through Broking / Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds).
Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue.
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
Understanding of clients profile and suggest Portfolio / Asset Allocation.
To improve and maintain the client activity ratio by activating clients across the segments
Ability to coordinate with Third Party Product Manufacturers, and all the stake holders.
Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.Advising UHNI / HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from t...Show moreLast updated: 30+ days ago
Promoted
Chief Relationship Officer
Vetina IndiaPune, IN
Delhi | Mumbai | Chennai | Kolkata | Jaipur | Lucknow.Are you passionate about building strong customer relationships and driving sales growth in the veterinary healthcare space?.Join Vetina Health...Show moreLast updated: 9 days ago
Promoted
ITAO-AVP
Deutsche BankPune, India
Corporate Title : Assistant Vice President.The successful candidate is expected to have at least 12-15 years' experience in IT, preferably with Asset Management Business Applications and Processes.T...Show moreLast updated: 4 days ago
Promoted
Sales Engineer
Alba Sales Corporation - House of Specialty Industrial Products & ServicesTalegaon, Maharashtra, India
Alba Sales Corporation - House of Specialty Industrial Products & Services is an authorized distributor and supplier of a wide range of industrial products and services.
We specialize in adhesives, ...Show moreLast updated: 6 days ago
Promoted
ITAO, AVP
Deutsche BankPune, India
Corporate Banking is a technology centric business, with an increasing move to real-time processing, an increasing appetite from customers for integrated systems and access to supporting data.This ...Show moreLast updated: 4 days ago
Promoted
Vendor & Business Management, TPRM - AVP
Deutsche BankPune, India
Job Title : Vendor & Business Management, TPRM - AVP.As a Senior Business Manager to the DWS COO Vendor Management function, you will be instrumental in managing Cross Entity Service Delivery, overs...Show moreLast updated: 4 days ago
Promoted
Technology Management Lead - VP
Deutsche BankPune, India
Job Title : Technology Management Lead.Corporate Title : Vice President.Infrastructure Core Products (ICP) - Global Network Services (GNS) is responsible for the engineering, development, and operati...Show moreLast updated: 4 days ago
VP / AVP / DVP - PCG (Private Client Group) Advisor, B2B Partner Alliance.QuickTurtle is seeking a highly experienced and strategic.
VP / AVP / DVP - PCG Advisor, B2B Partner Alliance.You'll be instrumental...Show moreLast updated: 30+ days ago
Promoted
Senior Relationship Manager / Assistant Vice President / Vice President - Corporate Segment- Pune
Marsh IndiaPune, Maharashtra, India
Marsh India Insurance Brokers Pvt Ltd is seeking candidates for the following position based in the Pune office.This is a hybrid role that has a requirement of working at least three days a week in...Show moreLast updated: 30+ days ago
Promoted
Alpha Alternatives - Relationship Manager - Capital Raising - CA / CFA / IIM / ISB / MDI / FMS
Alpha AlternativesPune, India
The person shall be responsible : - To build and manage relationships with UHNI's in designated location including family offices and Corporates.To think strategi...Show moreLast updated: 24 days ago
Promoted
Sourcing Specialist(new product launch)
PETRAY PVT LTDPimpri Chinchwad, Maharashtra, India
Research new products / trends in India and globally.Experiance of launching new electronic products from China supplier to India.
Experiance sourcing products from alibaba to India.Handle imports, cu...Show moreLast updated: 10 days ago
Promoted
LTRA - Metric Lead, AVP
Deutsche BankPune, India
In Scope of Position based Promotions (INTERNAL only).It is crucial for the bank to understand how profitable each businesses activity is and Finance has a responsibility to understand precisely th...Show moreLast updated: 4 days ago
Promoted
VP - FCC
eClerxPune, Maharashtra, India
Job Title -Finance- FCC - Program Manager (VP) The leader must demonstrate an ability to anticipate, understand, and act on evolving customer needs, both stated and unstated.Through this, he / she m...Show moreLast updated: 10 days ago
Promoted
Senior Engineering, AVP
Deutsche BankPune, India
The Senior Engineer designs and implements technical solutions and configures applications in different environments in response to business problems.
With the partial / full ownership of Production ...Show moreLast updated: 4 days ago
Promoted
Vice President
Afflatus LLCPune, Maharashtra, India
Vice President Data Management Delivery Leader Span of Control : 1000+ team (direct and indirect) Reports to : Data management SGU Business leader (SVP) Positions reporting into this role : Engine...Show moreLast updated: 5 days ago
Promoted
Engineering, VP
Deutsche BankPune, India
The Senior Engineer designs and implements technical solutions and configures applications in different environments in response to business problems.
With the partial / full ownership of Production ...Show moreLast updated: 4 days ago
Promoted
Vendor Management Lead, VP
Deutsche BankPune, India
Job Title : Vendor Management Lead, VP.We are seeking a dynamic and skilled professional to join our DWS Technology organisation as a Service Relationship Owner (SRO) at the VP level, for the princi...Show moreLast updated: 4 days ago
Promoted
Affiliate Manager – India Region (Domestic Campaigns)
AUKTASPune, IN
Affiliate Manager – India Region.Affiliate Manager for the India region.Manage and grow relationships with affiliates, publishers, and networks in India.
Launch and optimize CPI, CPR, and CPA campai...Show moreLast updated: 1 day ago