SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group) Quick Turtle

7.0 - 12.0 years

3 - 6 Lacs

Bengaluru, Karnataka, India

On-site

Acquire 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 ...

Posted 3 months ago

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SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group) Quick Turtle

7.0 - 12.0 years

3 - 6 Lacs

Ahmedabad, Gujarat, India

On-site

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Executive / Sr. Executive / Associate / Senior Associate Quick Turtle

2.0 - 4.0 years

3 - 6 Lacs

Bengaluru, Karnataka, India

On-site

Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Experience...

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Executive / Sr. Executive / Associate / Senior Associate Quick Turtle

2.0 - 6.0 years

3 - 6 Lacs

Bengaluru, Karnataka, India

On-site

Identifying & Empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors (IFD/ IFAs) Training new empaneled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Minimum 2 +Ye...

Posted 3 months ago

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