VP / AVP / DVP - PCG (Pvt Client Group) Advisor

ConfidentialAhmedabad, Mumbai, Surat

30+ days ago

Job description

Advising Ultra HNI clients on Equity, F&O- Equity / Currency / Commodity . Managing large customers with book size of 25lacs & above.

Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise

Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity

Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue

Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis.

Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable

Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory

Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity

Atleast 5 years of experience in sourcing and managing PCG- B2B / Partner Alliance / Franchisee vertical of Stock Broking firm.

Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies.

Existing Relationship Manager Team Leaders

Skills Required

Portfolio Management, Client Acquisition, Financial Analysis, investment strategies, Risk Assessment

Create a job alert for this search

Avp • Ahmedabad, Mumbai, Surat

Related jobs

Promoted

VP / AVP / Manager, PCG Advisory

ConfidentialAhmedabad, Chennai, Surat

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 Individ...Show moreLast updated: 30+ days ago

Promoted

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

ConfidentialAhmedabad, Kolkata, Surat

Advising Ultra HNI clients on Equity, F&O- Equity / Currency / Commodity.Managing large customers with book size of 25lacs & above. Building strong rapport with Business Associate (Partners, Franchise...Show moreLast updated: 30+ days ago

Promoted

Global Application

BeamSurat, IN

Global Application — Beam Wallet Technology Team (India & Asia).Opening Soon — New Beam Wallet Representation in India and Asia. India and across the Asian region.This step reinforces our commitment...Show moreLast updated: 1 day ago

Promoted

Vice President

Flexi Roundtables : Top 1% LeadersSurat, IN

Vice President – Flexi Roundtables.Mumbai / Bangalore / Hyderabad.Founder & CEO, Flexi Ecosystem.Leadership, Strategy & Ecosystem Growth. Flexi Roundtables is a flagship thought-leadership platform ...Show moreLast updated: 3 days ago

Promoted

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

ConfidentialMumbai, Bengaluru / Bangalore, Surat

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 a...Show moreLast updated: 30+ days ago

Promoted

PCG Advisor, B2B Franchisee Partner Alliance - Equity

ConfidentialBengaluru / Bangalore, Surat, Mumbai

Promoted

AVP / VP - Business Head - Consumer-Tech

Kwan VenturesSurat, IN

Partner with the leadership team to define and execute the company’s growth strategy across online and offline channels.Translate strategic goals into operational plans with measurable outcomes and...Show moreLast updated: 3 days ago

Promoted

Vice President - Business Development & Operations

Naman StaffingSurat, IN

Job Title : VP – Business Operations (MUST have experience into Underground Mining Equipment Domain).Business Development & Operations. The role focuses on building strong.Lead the mining division wi...Show moreLast updated: 24 days ago

Promoted

We’re Hiring : NetSuite Functional Consultant | Remote, India (7+ Years) Full-Time

Strive4X Infotech Private LimitedSurat, IN

Remote

We’re Hiring : NetSuite Functional Consultant | Remote, India (7+ Years) Full-Time.NetSuite Functional Consultants.SuiteProjects Pro (Or Netsuite OpenAir). CRM (Customer Relationship Management).Fina...Show moreLast updated: 23 days ago

Promoted

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

ConfidentialKolkata, Surat, Ahmedabad

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

VP / AVP / Manager, PCG (Pvt. Client Group) Advisory

ConfidentialSurat

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

Global Lead for Microsoft Partner

ALIANDOSurat, IN

Job Title : Global Lead for Microsoft Partner.ALIANDO is an award-winning Azure Expert Managed Service solutions company focused on selling and deploying Microsoft technologies for U.For over 20 yea...Show moreLast updated: 25 days ago

Promoted

Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity

ComfNet Solutions GmbHSurat, IN

Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity.Partnership / Profit Share Model.Profit-sharing basis + Long-term Equity Opportunity for top performers.German r...Show moreLast updated: 3 days ago

Promoted
New!

PCG Advisor [Apply Now]

KG Engineering & ConsultancySurat, Gujarat, India

JOB DESCRIPTION SUMMARY Job Title : PCG Advisor Experience : Minimum 4 years Location : Ahmedabad, Hyderabad, Bangalore, Mumbai, Surat Key Responsibilities : • Advising Super HNI clients on Equit...Show moreLast updated: 2 hours ago

Promoted

Team Lead

Valkyrie People ConsultingSurat, IN

Valkyrie People Consulting is a premier talent solutions partner, trusted by leading organizations across industries for high-impact hiring. We specialize in executive search, recruitment process ou...Show moreLast updated: 30+ days ago

Promoted

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

ConfidentialSurat, Jaipur, Cochin / Kochi / Ernakulam

Position - VP AVP DVP - PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee IFA / B2B), Equity Broking.Advising Ultra HNI clients on Equity, F&O- Equity / Currency / Commodit.Managing large cus...Show moreLast updated: 30+ days ago

Promoted

AVP VP Plant Head

ConfidentialBharuch

We are seeking an accomplished Plant Head to lead Ajanta Pharma's largest US FDA-approved facility.This role involves overseeing end-to-end plant operations, managing a workforce of approximately 1...Show moreLast updated: 7 days ago

Promoted

VP - UHNI Engagement

ATRIOS ConsultingSurat, IN

We are #hiring for a leading NGO!.Lead and expand the organisation’s major-donor and family-foundation fundraising efforts, aligning key stakeholders to our mission and driving long-term philanthro...Show moreLast updated: 3 days ago