SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group)Confidential • Pune, Chennai, Bengaluru / Bangalore
SVP / VP / AVP / Relationship Managers- PCG (Private Client Group)
Confidential • Pune, Chennai, Bengaluru / Bangalore
30+ days ago
Job descriptionAcquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Advising UHNI / HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. Handling Queries & complains of client's & solving it within TAT. Should apply deep market understanding & Advance strategies to increase book size & revenue. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. 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
Skills Required
Mutual Funds, Pms, Broking
Create a job alert for this search
Relationship Manager • Pune, Chennai, Bengaluru / Bangalore
Related jobs
Chennai, introduced and operates Jodi365.We understand that elite singles may be at different stages of their lives and careers, with different time frames for getting married.We work closely with ...Show more
It is a top provider of Digital Engineering services, specializing in Application Engineering, Cloud Engineering, Data and Analytics, DevOps, Digital Assurance, and Gaming.
AI / ML projects to join ou...Show more
Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients.
They have a strong presence in the equit...Show more 
VP Banking Transformation
Genpact • Chennai, Tamil Nadu, India
A LDT lead is responsible to lead the Transformation & Improvement agenda for the vertical / customers assigned, work closely with COOs and other senior stakeholders, including clients.S / he is accoun...Show more
Last updated: 16 days ago • Promoted
Client Relationship Manager
TecSight • Chennai, Tamil Nadu, India
Client Relationship Manager – IT Services.The Client Relationship Manager (CRM) is responsible for managing and nurturing strategic.
This role requires a blend of technical understanding, relationsh...Show more
Last updated: 19 days ago • Promoted
Client Relations Associate
FreeElective Network • Chennai, Tamil Nadu, India
Quick Apply
Last updated: 30+ days ago
Relationship Manager - Large / Mid Corporate
Invoicemart • Chennai, Tamil Nadu, India
We currently have openings for R.Manager & Client Relationship Manager.Additionally, we are expanding to.TREDS Limited (a group company of Axis Bank).
Receivables of Micro, Small and Medium Enterpri...Show more
Last updated: 9 days ago • Promoted
Gyftr - Associate Vice President - Banking Alliances - Client Servicing
GyFTR • Chennai, India
Description : About Vouchagram India Pvt Ltd (GyFTR) : Vouchagram India Pvt Ltd is a fintech solutions provider in the digital rewards and branded ...Show more
Last updated: 17 days ago • Promoted
VP -Marketing at One of the Leading Consumer Brands!
WinnerBrands • Chennai, Tamil Nadu, India
Immediate to 60 days ( Discussions required ).A leading eyewear brand based in South India, offering a wide range of eyeglasses, sunglasses, and contact lenses.
With a focus on quality, affordabilit...Show more
Last updated: 30+ days ago • Promoted
Senior Relationship Manager (Large & Mid market)
Piramal Finance • Chennai, Tamil Nadu, India
Opportunity Open at multiple locations-.Chennai, Bangalore, Mumbai, Delhi.Years of experience in wholesale, managing mid sized corporates.
Experience in deal origination.Primary focus is on sourcing...Show more
Last updated: 16 days ago • Promoted
Senior Director - Client Partner
Vidpro Consultancy • Chennai, India
Senior Director - Client Partner plays a crucial role in driving business growth and maintaining strong client relationships within the organization.
This position is vital in leading and managing t...Show more
Last updated: 2 days ago • Promoted
Alpha Alternatives - Institutional Sales Relationship Manager
Alpha Alternatives • Chennai, India
Company : - Alpha Alternatives is a multi-asset class alternatives asset management platform based out of India Singapore & Dubai, with over 22,000 crores ...Show more
Last updated: 18 days ago • Promoted
AVP. Credit and Country Risk Reporting
Standard Chartered Bank • Chennai, Tamil Nadu, India
This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly....Show more
Last updated: 30+ days ago • Promoted
Equity Dealer
HDFC securities • Chennai, Tamil Nadu, India
Revenue generation Achieve Targets Achieving the targets by generating brokerage through dealing.Generating revenue through third party products.
Compliance Adhere to dealing room conduct as prescri...Show more
Last updated: 24 days ago • Promoted
Relationship Manager
Mango Financial Advisors LLP • Chennai, India
Mango Advisors is a boutique Investment Banking firm with headquarters in Mumbai and five regional offices across India.It is focused on Real Estate Vertical.
It is growing the business for SME / MIDM...Show more
Last updated: 30+ days ago • Promoted
VP - Ops Excellence
Standard Chartered Bank • Chennai, Tamil Nadu, India
This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly....Show more
Last updated: 2 days ago • Promoted
AssetPlus - Senior Relationship Manager
AssetPlus • Chennai, India
Description : Role : Senior Relationship Manager.Mutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses / manage invest...Show more
Last updated: 30+ days ago • Promoted
VP-D&A
Saaki Argus & Averil Consulting • Chennai, Tamil Nadu, India
Quick Apply
Last updated: 30+ days ago
Senior Vice President-Tech. Consulting
Intellect Design Arena Ltd • Chennai, Tamil Nadu, India
Job Title : Head of Technology Consulting – Banking & Financial Services.Reporting to : Head of Consulting.We are seeking a Head of Technology Consulting to lead advisory engagements with.This leader...Show more
Last updated: 4 days ago • Promoted
Equity Advisor - RM / TL
Saaki Argus & Averil Consulting • Chennai, Tamil Nadu, India
Quick Apply
Last updated: 30+ days ago
Investor Relations Manager
Zigsaw • Chennai, IN
We’re Hiring : Investor Relations & Fundraising Manager / Principal.Experience : 5–10 years of experience in venture capital, private equity, investor relations, or fundraising.We are an early-stage ...Show more
Last updated: 22 hours ago • Promoted • New!