No longer accepting applications
VP / AVP / Manager, PCG (Pvt. Client Group) Advisory
ConfidentialPune, Thiruvananthapuram / Trivandrum, Hyderabad / Secunderabad, Telangana30+ 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.
Skills Required
Pms, LAS, Ipo, Insurance, TAT
Create a job alert for this search
Avp • Pune, Thiruvananthapuram / Trivandrum, Hyderabad / Secunderabad, Telangana
Related jobs
- Promoted
Investor Relations Associate
TalentojKollam, IN Proficient in any South Indian language.The desire to help customers with their problems.You have basic financial knowledge.
Timings : 9 AM to 9 PM (9-hour working, Roster basis).Be a part of a growi...Show moreLast updated: 1 day ago
- Promoted
Consulting Engineer
Alvaria CXThiruvananthapuram, IN Design, implement, and manage deployment processes for our product in cloud and virtualization environments.Develop automation tools and processes to facilitate the migration of legacy customer sys...Show moreLast updated: 30+ days ago
- Promoted
India Corporate Renewable Energy Advisor
Apala Groupthiruvananthapuram, kerala, in India Corporate Renewable Energy Advisor.Apala Group is a consulting and procurement services firm dedicated to accelerating decarbonization globally.
We focus on designing and delivering clean ener...Show moreLast updated: 30+ days ago
- Promoted
Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)
Mashreqthiruvananthapuram, kerala, in Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers.
Manage all customers focusin...Show moreLast updated: 1 day ago
- Promoted
VP / AVP / DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance
ConfidentialThiruvananthapuram / Trivandrum 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 / DVP PCG ( Pvt Client Group ) Advisor - Partner Alliance
ConfidentialThiruvananthapuram / Trivandrum 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
Senior Investment Advisor - HNWI & Private Capital Relations
Friendly Franchisees Corporation / Silver Star Real Estate LLCThiruvananthapuram, IN Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a well-connected and relationship-driven.Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a we...Show moreLast updated: 30+ days ago
- Promoted
Vice President
Flexi Roundtables : Top 1% LeadersThiruvananthapuram, 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: 1 day ago
- Promoted
Private Wealth Manager
TekPillar®Kollam, IN Bangalore / Chennai / Hyderabad.Years in Private Wealth Management.LPA – ₹60 LPA (Based on current CTC and interview).We are hiring experienced Relationship Managers for our Private Wealth Division...Show moreLast updated: 1 day ago
- Promoted
Senior Board Advisor
Transjovan Capital Advisors LLPkollam, kerala, in Position : Senior Board Advisor.Assist in the origination and execution of M&A and Strategy consulting assignments with top global and Indian Corporates, covering the following areas : .Must have had ...Show moreLast updated: 1 day ago
- Promoted
AVP / VP - Business Head - Consumer-Tech
Kwan VenturesThiruvananthapuram, 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: 1 day ago
- Promoted
Portfolio Manager
Fionicsthiruvananthapuram, kerala, in Systematic Portfolio Manager - India / Remote.Manage systematic portfolios across asset classes.Own P&L responsibility and risk management.
Develop and implement quantitative strategies.Proven alpha g...Show moreLast updated: 30+ days ago
- Promoted
VP - UHNI Engagement
ATRIOS ConsultingKollam, 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: 1 day ago
- Promoted
Senior Manager - Strategic Partnership
GEDU ServicesThiruvananthapuram, IN Partnership Development & Management.Identify, initiate, and formalize partnerships with Indian colleges and universities.
Negotiate MoUs and articulation agreements for student progression, twinnin...Show moreLast updated: 30+ days ago
- Promoted
- New!
AVP- Citizen Development Delivery
Impetus Career Consultantskollam, kerala, in WE ARE HIRING FOR AVP- Citizen Development Delivery.Able to manage group developer, Sr developer for custom app delivery.
Configuration / Customization of the ServiceNow platform, including creating w...Show moreLast updated: 19 hours ago
- Promoted
Global Lead for Microsoft Partner
ALIANDOThiruvananthapuram, 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: 22 days ago
- Promoted
Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity
ComfNet Solutions GmbHKollam, 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: 1 day ago
- Promoted
PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment
ConfidentialThiruvananthapuram / Trivandrum 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