177 Pcg Jobs - Page 6

Must have experience in PCG advisory, Activation of clients, Revenue generation, Cross selling, Acquiring clients, own client base. Good communication skills. Retain old clients. Required Candidate profile Must have own client base, Activation of clients, Cross selling, revenue generation, Queries resolving and retain existing clients. Must have good communication skills. Localities of Bangalore.

- To Sell Mutual Fund, PMS, Education Product, 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, insurance and mutual funds - Ready to work under pressure popularplacement@yahoo.com

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Preferred candidate profile 4 - 12 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory Candidates open fo...

Private Client Group - Equity Advisor Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Equity Advisor (PCG) Roles and Responsibilities: Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client me...

- To Sell Mutual Fund, PMS, Education Product, 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, insurance and mutual funds - Ready to work under pressure 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

Hello, Komal here from SBES Pvt. Ltd. We are hiring for a leading Financial Services Company Please find the details below Designation :: Sr Advisor PCG Location :: Hyderabad NISM 8 Certification (Mandatory)

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance Kolkata/Hyderabad/Chennai Required Candidate profile The individual is required to provide advisory services to High Networth Individuals (HNI) and Ultra HNI clients in Equity, Derivatives, and Currency Markets.

Job Opportunity: Relationship Manager Private Client Group (On-site) Looking for a dynamic professional to manage and grow HNI portfolios. Role includes financial advisory, customized investment strategies, portfolio reviews, and market analysis. Strong relationship management, communication skills, and ethical conduct required. Budget:Open for Discussion

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 1 year experience in equity dealing (Terminals) . - Excellent understanding of financial markets. - Investment Advisory

Immediate requirment for Leading bank 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: 5- 10 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 produ...

Wealth RM - HNI | Renowned Wealth Management Group | Mumbai | 30 - 40L Role & responsibilities Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients. Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth M...

Wealth RM - HNI | Renowned Wealth Management Group | Pune | 25 - 35L Role & responsibilities Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients. Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Man...

-Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, Location: Chennai,Hyderabad...

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, Location: Surat,Ahmedabad,B...

Immediate requirment for Leading bank 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: 5- 10 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 produ...

- 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

• Acquisition of New Franchise from direct market, Own source databse and the leads/database provided by the company • Selling of Advisory Products,Mutual Fund and other financial products of the company send CV at popularplacement@gmail.com Required Candidate profile - 3 Years Exp in Franchise/B2B role - Achieve target of new Franchise acquisition - Equity / MF Knowledge. - Good Communication and leadership skill. send CV at popularplacement@yahoo.com

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: min 5 years in exp in Wealth Management, PMS,AIF Note - Only from AMC /Mutual fund Company/ wealth Experience required.

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) an...

- To Sell Mutual Fund, PMS, Education Product, 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, insurance and mutual funds - Ready to work under pressure popularplacement@yahoo.com

Develop and implement personalized wealth management plans aligned with clients' financial goals and risk profiles. Offer a comprehensive suite of products, including Mutual Funds, PMS/AIFs, Structured Products, Alternate Assets, Direct Equity, and Loans. Collaborate with internal product and research teams to deliver tailored investment solutions. Conduct regular portfolio reviews and recommend adjustments based on market trends and client needs. Educate clients on financial products and risks. Identify and onboard new high-net-worth individuals (HNIs), fostering long-term relationships. Consistently achieve or surpass revenue targets while providing exceptional service and financial guidan...

Role & responsibilities Dealing with HNI & Ultra HNI Clients . Cross Sell the products . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell produc...

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