62 Pcg Jobs - Page 2

Job description - Managing & handling high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 6 months experience in equity dealing . - Excellent understanding of financial markets. - Investment Advisory

- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com

- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com

Wealth Relationship Manager We need looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products. It emphasizes the importance of building and maintaining strong, trust-based client relationships while adhering to compliance and process standards. Experience Required: 8- 15 years in HNI, wealth customer from banks/NBFC firms with good portfolio management experience Key Responsibilities: Acquisition and Retention : Acquire, retain, and deepen client portfolios to maximize sales performance and achieve revenue targets across liability products (Current/Savings/Term deposits) and wealth management products. Dedicated Point of Contact : Serve as the single point of contact and trusted advisor for Affluent and HNWI clients, providing tailored wealth management and banking solutions. Account Relationship Review : Regularly assess individual client account relationships to determine banking and investment needs. Risk Profiling : Identify the client's risk profile and tailor solutions accordingly. Investment Products : Identify and propose potential investment products based on client requirements. Wealth Management Solutions : Offer a wide spectrum of wealth management solutions across various asset classes, including equities, fixed income, alternative products, and bank-related products/services. New Product/Service Development : Contribute to the development of new products/services aligned with client needs, based on client feedback and market intelligence. Leverage Expert Knowledge : Collaborate with product and investment experts to generate specific investment ideas for clients. Smooth Transaction Execution : Ensure proper documentation and efficient processes for transaction execution and seamless customer service. Compliance : Adhere to and ensure all processes comply with defined compliance norms and regulatory standards. KYC Reports : Prepare detailed KYC reports for clients, ensuring all information is accurate and up to date. Product Knowledge : Continuously build knowledge of available products by coordinating with product, investment, advisory, and research teams. Client Acquisition & Relationship Management : Leverage strong customer relationship management (CRM) skills to acquire clients based on specific product offerings. Interested applicants can apply or WhatsApp profiles to 7305390183

Urgent Hiring for !!! Private Client Group !!! for one of the leading securities company. Key Responsibilities:- Develop and execute wealth plans for clients, focusing on creation, preservation, and growth. Offer full product suite, including Mutual Funds, PMS/AIF, Structured Products, Direct Equity, Unlisted Investments, and Loan products. Provide investment solutions based on client profiles, in collaboration with product & research teams. Regularly review and update client portfolios. Educate and advise clients on investment options and risks. Identify and acquire new clients for wealth management. Meet revenue targets set by the organization. Ensure compliance with KYC, SEBI, and financial regulations. Skills required 6 - 8 years relevant work experience in a Wealth management/Private Banking platform. Post graduate from a premier institute.Self-starter, proactive & target oriented.Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 Email id : qcnaukri9@gmail.com

- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com

- Advising Super HNI clients on Equity & commodity Markets - Cross selling of other products like Mutual fund, PMS, Insurance. - Revenue Generation & Activation of clients - Interested candidates can also their CVs at popularplacement@gmail.com Required Candidate profile - 1 Years of Dealing/Advising Exp. in Stock Market in handling HNI/PCG/NRI clients - Achieve given target of revenue generation and cross selling candidates can send CV at popularplacement@yahoo.com

You would be responsible for generating Revenue from Equity, Derivative and Wealth Products through mapped clients.

Dear Candidate, Urgent opening with leading bank for Private wealth role. CTC : Upto 25 - 30 LPA Location : Pune Role: - Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. - Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. - Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. - Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. - Ensure client Contact ability at all times through regular connect with them in weekly/ monthly calls. - Resolves client queries for the managed book within the specified TAT - Ensures high levels of customer service orientation and application of bank policy - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and events for prospective and existing clients - Maintains complete relationship record for assigned customer accounts - Endure adherence to all bank and regulatory Processes at all times. Job Requirement: - Aptitude to deliver high quality customer service by using organization and interpersonal skills. - NISM/IRDA/AMFI if any can be strongly preferred. - Fluent in communication skills, presentable and a quick grasping power. - Decision making skills with good sense of ownership-understanding the client requirements - Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. - Banking/NBFC will be preferred with good portfolio management. - Experience: minimum 7-8 years of experience in relationship and portfolio management. - Graduation Qualification in any stream/ MBA preferred Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Managing existing relationships. • Identifying & acquiring new relationships. • Work on new products to increase more depth in UHNI • Upscaling of clients to more longer term assets Role is to Acquire new clients and manage existing clients with the objective of Expanding the market by Increasing the AUM and market share. Also to work on Non-Active clients to generate business. Requirement: Candidates having an experience of at least 5 years in either Wealth Management, AIF / PMS Sales. Please share resumes to taru@avaniconsulting.com Contact: +91 7355922379

In this role, you will be responsible for generating Revenue from Equity , Derivative and Wealth Products through mapped clients.

What You'll do Roles & Responsibilities: Responsible for Direct Client Interactions, Account Management and Driving Revenue. Responsible for identifying customer needs, assessing their risk appetite and providing them with Investment options. Assist in New Client Acquisition, building new Relationship and increasing the depth of existing Relationships. Conduct Regular Client Meetings and update same in meeting tracker. Provide Regular updates to the clients regarding the market changes and subsequent changes to the portfolios. Have a clear focus on client mining. Location : Andheri - Mumbai Qualification : Any Graduation/ Post Graduation Certification : NISM 8 (Equity Derivative) Age : Upto 40 Years Candidates may also send their resume to Pushpendra.solanki@sbicapsec.com Whatsapp : 9116539974 Thanks & Regards, Team HR SBICAP Securities Ltd.

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. 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. Locations:- Mumbai, Hyderabad, Chennai, Bangalore, Kolkata, Pune, Ahmedabad, Delhi, chandigarh, Nagpur,

Roles & Responsibilities : Develop and strengthen relationships with the mapped Burgundy RMs Proactive daily interaction with the Burgundy RMs to facilitate top-of-the- mind recall for our Broking business Be the single point of contact for all sales and service-related queries for the assigned Burgundy RMs Drive open market acquisition of HNI Broking, NDPMS, and TPD clients Contributing Responsibilities: A strong understanding of financial products Excellent communication and presentation skills Willingness to travel as required A proactive and self-motivated approach

- To Sell Mutual Fund, PMS, AIF, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, PMS and mutual funds - Should have good Client Base popularplacement@yahoo.com

In this role, you will be responsible for generating Revenue from Equity , Derivative and Wealth Products through mapped clients.

Urgent Hiring for !!! Private Client Group !!! for one of the leading securities company. Key Responsibilities:- Develop and execute wealth plans for clients, focusing on creation, preservation, and growth. Offer full product suite, including Mutual Funds, PMS/AIF, Structured Products, Direct Equity, Unlisted Investments, and Loan products. Provide investment solutions based on client profiles, in collaboration with product & research teams. Regularly review and update client portfolios. Educate and advise clients on investment options and risks. Identify and acquire new clients for wealth management. Meet revenue targets set by the organization. Ensure compliance with KYC, SEBI, and financial regulations. Skills required 6 - 8 years relevant work experience in a Wealth management/Private Banking platform. Post graduate from a premier institute.Self-starter, proactive & target oriented.Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

In this role, you will be responsible for generating Revenue from Equity , Derivative and Wealth Products through mapped clients.

Hiring Role & responsibilities - : Build and maintain strong relationships with high-net-worth clients, understanding their investment needs and financial objectives. Provide expert advice on securities, investment products, and wealth management strategies. Develop customized financial plans and portfolio strategies based on client goals and risk tolerance. Identify opportunities for cross-selling and upselling additional financial products and services. Ensure timely resolution of client inquiries and deliver exceptional customer service. Collaborate with internal teams to offer comprehensive financial solutions. Conduct regular client meetings and portfolio performance reviews. Stay informed about market trends, investment products, and regulatory changes. Maintain accurate documentation and ensure adherence to compliance and risk policies. . Preferred candidate profile Qualifications: Bachelors degree in finance, economics, business administration, or a related field. Proven experience in investment advisory, securities, or wealth management. Strong understanding of securities, investment products, and financial planning. Excellent communication, negotiation, and interpersonal skills. Goal-oriented with a track record of achieving sales and client acquisition targets. Experience should be minimum 6 years and above Perks and benefits - salary package as per the candidate current ctc contact-qcnaukri4@gmail.com 02240697709

B2B - Relationship Manager - PCG, MFD,ND, IFA, Banca(B2B) || Leading AMC Experience: 4+ Yrs PCG RM - Mumbai (Central) Mixed RM - Vadodara MFD RM - Bangalore Share resume on sindhu.murjani@amanzigroup.co.in Regards, Sindhu 9953559164

In this role, you will be responsible for generating Revenue from Equity , Derivative and Wealth Products through mapped clients.

-To sell the life insurance Policy to the customers - Customer data will be given by the company - To achieve the given target - It is a field Sales Job - This is not Banca Channel - Send CVs at popularplacement@gmail.com Required Candidate profile - Age Limit 21 to 35 Years - Min 1 Year exp in selling in Banking/Broking/Insurance (BFSI) - This is Direct Channel it is not banca Channel - candidates can send CV at popularplacement@yahoo.com

-To sell the life insurance Policy to the customers - Customer data will be given by the company - To achieve the given target - It is a field Sales Job - This is Direct Channel it is not banca Channel - Send CVs at popularplacement@gmail.com Required Candidate profile - Min 1 Year exp. is required in selling in Banking/Broking/Insurance Industry (BFSI) - This is Direct Channel it is not banca Channel - candidates can send CV at popularplacement@yahoo.com

We have an urgent openings for the position of Regional Manager with most of the leading financial firm. Key Responsibilities: Develop and execute the overall advisory and sales business strategy Build and maintain strong relationships with key clients and partners Oversee the development and delivery of sales Drive revenue growth and profitability for the advisory and sales business Manage and develop the advisory and sales team (team of vertical managers>team leaders> relationship managers) Ensure compliance with regulatory requirements Conduct market research and identify new business opportunities Represent the company at industry events and conferences Collaborate with other departments to achieve business objectives For more information on profiles, please feel free to call us @ 7814404567 or share your updated resume at neha.rani@lavyaassociates.com

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. 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. Locations:- Mumbai, Hyderabad, Chennai, Bangalore, Kolkata, Pune, Ahmedabad, Delhi, chandigarh, Nagpur,