VP/ AVP / Manager, PCG (Pvt. Client Group) AdvisoryConfidential • Mumbai, Bengaluru / Bangalore, Kolkata
No longer accepting applications
VP / AVP / Manager, PCG (Pvt. Client Group) Advisory
Confidential • Mumbai, Bengaluru / Bangalore, Kolkata
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), LAS, IPO, 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. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. 5 To 10 Years in a Equity Broking firm. Good understanding and knowledge of Equity, Derivatives - Equity, Commodity & Currency Segment, MF, PMS, AIF, IPO, LAS and all related product.
Skills : -
- Equity Advisory, Stock Broking , PMS, Mutual Fund, AIF, LAS, IPO, Investment Products
- Equity Advisory, Wealth Management, Knowledge of Investments products - Mutual Funds, PMS- Portfolio Management Services, Corporate FD, IPO, LAS, Insurance,
Skills Required
Pms, Mutual Fund, Aif, LAS, Ipo
Create a job alert for this search
Avp • Mumbai, Bengaluru / Bangalore, Kolkata
Related jobs
Team Lead BD (Forex & CFD)
PU Prime • Kolkata, IN
The Business Development Manager will be responsible for generating sales and driving revenue growth by offering CFD, Forex products and services.
This role involves identifying new sales opportunit...Show more
Last updated: 9 days ago • Promoted
VP Sales - (Real Estate)
STANCO Solutions Pvt Ltd • Kolkata, West Bengal, India
Hiring for our Client" Role : Vice President – Sales (Punjab Region) Location : Amritsar Department : Sales Reports To : President – Sales & CRM / Directors Education & Experience Minimum 15 years...Show more
Last updated: 6 hours ago • Promoted • New!
Portfolio Development Manager
KG Engineering & Consultancy • Kolkata, Republic Of India, IN
Job Title : Relationship Manager.New client acquisition drive for opening new Demat & generating brokerage on Demat accounts.
Selling investment products like.Cold calling and meeting customers on a ...Show more
Last updated: 7 days ago • Promoted
AVP Order to Cash Kolkata
Genpact • Kolkata, West Bengal, India
Ready to shape the future of work?.At Genpact, we don’t just adapt to change—we drive it.AI and digital innovation are redefining industries, and we’re leading the charge.Genpact’s AI Gigafactory, ...Show more
Last updated: 24 days ago • Promoted
Associate Director
PwC • Kolkata, West Bengal, India
Metal / Mining / Cement / Paper / textile / Power Generation / Chemicals.A career within Business Transformation team co creating solutions with clients to solve their most complex challenges right at the sou...Show more
Last updated: 30+ days ago • Promoted
Aveva PI Lead
Amazure Technologies Pvt Ltd • Kolkata, West Bengal, India
Job Description : 4 to 6 years of relevant experience in Aveva PI Suit of products Tertiary Qualification in IT / Computer Science / related discipline Expertise Skills : PI AF, EventFrames, DataLin...Show more
Last updated: 6 hours ago • Promoted • New!
Client Relationship Lead
KG Engineering & Consultancy • Kolkata, Republic Of India, IN
Job Title : Relationship Manager.New client acquisition drive for opening new Demat & generating brokerage on Demat accounts.
Selling investment products like.Cold calling and meeting customers on a ...Show more
Last updated: 7 days ago • Promoted
VAPT Manager – OSCP Certified (Middle East)
Cubical Operations LLP • Kolkata, IN
Job Title : VAPT Manager – OSCP Certified.Location : India (Travel to the Middle East as Required).Certification : OSCP (Mandatory).
We are seeking an experienced and highly skilled VAPT Manager to lea...Show more
Last updated: 4 days ago • Promoted
Global Lead for Microsoft Partner
ALIANDO • Kolkata, 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 more
Last updated: 30+ days ago • Promoted
CRM Technology Lead
equentis • Kolkata, West Bengal, India
Job Title : Vice President- CRM Technology Lead Location : Mumbai Department : Technology / IT Experience Required : 7–12+ years in IT leadership, ideally within BFSI or CRM side.Job Summary : We are s...Show more
Last updated: 6 hours ago • Promoted • New!
VP of Engineering
Veritiq • Kolkata, Republic Of India, IN
Ai is a fast-growing AI-powered SaaS platform redefining how organizations manage operational compliance, risk, and audits—starting with the mortgage and real estate industry.We are seeking a hands...Show more
Last updated: 6 days ago • Promoted
VP / AVP / Manager, PCG (Pvt. Client Group) Advisory
Confidential • Mumbai, Bengaluru / Bangalore, Kolkata
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 more
Last updated: 30+ days ago • Promoted
VP / AVP / Manager
Confidential • Kolkata, Mumbai, Bengaluru / Bangalore
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 more
Last updated: 30+ days ago • Promoted
AVP Procure to Pay
Genpact • Kolkata, West Bengal, India
Genpact (NYSE : G) is a global professional services and solutions firm delivering outcomes that shape the future.Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepr...Show more
Last updated: 24 days ago • Promoted
CPD Transformation Lead
The Adecco Group • Kolkata, West Bengal, India
CPD India – Regional O+O Transformation Lead.Graduation OR MBA from Tier-1 College.Our client is a global leader in beauty—with strong financials, a broad product offering, and a clear vision aroun...Show more
Last updated: 13 days ago • Promoted
Cpd Transformation Lead
The Adecco Group • Kolkata, Republic Of India, IN
CPD India – Regional O+O Transformation Lead.Graduation OR MBA from Tier-1 College.Our client is a global leader in beauty—with strong financials, a broad product offering, and a clear vision aroun...Show more
Last updated: 14 days ago • Promoted
Avp Order To Cash Kolkata
Genpact • Kolkata, Republic Of India, IN
Ready to shape the future of work?.At Genpact, we don’t just adapt to change—we drive it.AI and digital innovation are redefining industries, and we’re leading the charge.Genpact’s AI Gigafactory, ...Show more
Last updated: 24 days ago • Promoted
VP / AVP / Manager, PCG (Pvt. Client Group) Advisory
Confidential • Kolkata, Mumbai, Bengaluru / Bangalore
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 more
Last updated: 30+ days ago • Promoted