1503 Pms Jobs - Page 15

SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & Investments The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity Understanding of clients profile and suggest Portfolio/ Asset Allocation. To improve and maintain the client activity ratio by activating clients across the segments Ability to coordinate with Third Party Product Manufacturers, and all the stake holders. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products Candidate Profile Graduate Post Graduate Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products. Should have in-depth understanding of micro & macros moreover expertise in stock, sector and overall market (Global & Domestic)

Responsible for including HNIcustomers,offering them a superior customer,experience to enhance the profitability of the relationship by increasing the relationship size,crossselling the right products,family a/c’s,retaining,enhancing the relationship Required Candidate profile Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House. Ensuring 360 Perks and benefits client engagement–“Total Client Ownership”.

What are we looking for Quick Turtle is seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory. This position is crucial for acquiring and managing Ultra High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI) clients, providing expert advice on various market instruments, and driving revenue through personalized investment solutions and cross-selling. Key Responsibilities: Acquire and handle UHNI / HNI clients for the Private Client Group with a book size of Rs. 25 Lacs and above. Advise UHNI / HNI clients on Equity, Derivatives, Currency & Commodity Markets, and generate revenue from these relationships. Cross-sell Third Party Products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Loan Against Shares (LAS), IPOs, and Insurance. Handle client queries and complaints, ensuring resolution within the agreed Turnaround Time (TAT). Apply deep market understanding and advanced strategies to increase client book size and revenue . Profile clients by conducting in-depth reviews of their financial requirements, analyzing information, and recommending suitable portfolios. Monitor and enhance advisors advising skills through call tracking, weekly targets & meetings, and conference calls. Coordinate with Third Party Product Manufacturers and all relevant stakeholders. Ensure the highest level of service to customers in terms of advisory and operational issues, providing timely solutions to differentiate our service in this segment. What skills and knowledge should you bring Expertise in Equity Advisory and Wealth Management . In-depth knowledge of investment products, including Mutual Funds, PMS (Portfolio Management Services), Corporate FD, IPO, LAS, and Insurance. Strong understanding of Equity, Derivatives, Currency, and Commodity Markets. Proven ability to acquire and manage UHNI/HNI client relationships. Excellent client servicing and problem-solving skills. Strong communication and interpersonal abilities.

What are we looking for Quick Turtle is seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory. This position is crucial for acquiring and managing Ultra High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI) clients, providing expert advice on various market instruments, and driving revenue through personalized investment solutions and cross-selling. Key Responsibilities: Acquire and handle UHNI / HNI clients for the Private Client Group with a book size of Rs. 25 Lacs and above. Advise UHNI / HNI clients on Equity, Derivatives, Currency & Commodity Markets, and generate revenue from these relationships. Cross-sell Third Party Products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Loan Against Shares (LAS), IPOs, and Insurance. Handle client queries and complaints, ensuring resolution within the agreed Turnaround Time (TAT). Apply deep market understanding and advanced strategies to increase client book size and revenue . Profile clients by conducting in-depth reviews of their financial requirements, analyzing information, and recommending suitable portfolios. Monitor and enhance advisors advising skills through call tracking, weekly targets & meetings, and conference calls. Coordinate with Third Party Product Manufacturers and all relevant stakeholders. Ensure the highest level of service to customers in terms of advisory and operational issues, providing timely solutions to differentiate our service in this segment. What skills and knowledge should you bring Expertise in Equity Advisory and Wealth Management . In-depth knowledge of investment products, including Mutual Funds, PMS (Portfolio Management Services), Corporate FD, IPO, LAS, and Insurance. Strong understanding of Equity, Derivatives, Currency, and Commodity Markets. Proven ability to acquire and manage UHNI/HNI client relationships. Excellent client servicing and problem-solving skills. Strong communication and interpersonal abilities.

What are we looking for Quick Turtle is seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory. This position is crucial for acquiring and managing Ultra High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI) clients, providing expert advice on various market instruments, and driving revenue through personalized investment solutions and cross-selling. Key Responsibilities: Acquire and handle UHNI / HNI clients for the Private Client Group with a book size of Rs. 25 Lacs and above. Advise UHNI / HNI clients on Equity, Derivatives, Currency & Commodity Markets, and generate revenue from these relationships. Cross-sell Third Party Products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Loan Against Shares (LAS), IPOs, and Insurance. Handle client queries and complaints, ensuring resolution within the agreed Turnaround Time (TAT). Apply deep market understanding and advanced strategies to increase client book size and revenue . Profile clients by conducting in-depth reviews of their financial requirements, analyzing information, and recommending suitable portfolios. Monitor and enhance advisors advising skills through call tracking, weekly targets & meetings, and conference calls. Coordinate with Third Party Product Manufacturers and all relevant stakeholders. Ensure the highest level of service to customers in terms of advisory and operational issues, providing timely solutions to differentiate our service in this segment. What skills and knowledge should you bring Expertise in Equity Advisory and Wealth Management . In-depth knowledge of investment products, including Mutual Funds, PMS (Portfolio Management Services), Corporate FD, IPO, LAS, and Insurance. Strong understanding of Equity, Derivatives, Currency, and Commodity Markets. Proven ability to acquire and manage UHNI/HNI client relationships. Excellent client servicing and problem-solving skills. Strong communication and interpersonal abilities.

What are we looking for Quick Turtle is seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory. This position is crucial for acquiring and managing Ultra High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI) clients, providing expert advice on various market instruments, and driving revenue through personalized investment solutions and cross-selling. Key Responsibilities: Acquire and handle UHNI / HNI clients for the Private Client Group with a book size of Rs. 25 Lacs and above. Advise UHNI / HNI clients on Equity, Derivatives, Currency & Commodity Markets, and generate revenue from these relationships. Cross-sell Third Party Products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Loan Against Shares (LAS), IPOs, and Insurance. Handle client queries and complaints, ensuring resolution within the agreed Turnaround Time (TAT). Apply deep market understanding and advanced strategies to increase client book size and revenue . Profile clients by conducting in-depth reviews of their financial requirements, analyzing information, and recommending suitable portfolios. Monitor and enhance advisors advising skills through call tracking, weekly targets & meetings, and conference calls. Coordinate with Third Party Product Manufacturers and all relevant stakeholders. Ensure the highest level of service to customers in terms of advisory and operational issues, providing timely solutions to differentiate our service in this segment. What skills and knowledge should you bring Expertise in Equity Advisory and Wealth Management . In-depth knowledge of investment products, including Mutual Funds, PMS (Portfolio Management Services), Corporate FD, IPO, LAS, and Insurance. Strong understanding of Equity, Derivatives, Currency, and Commodity Markets. Proven ability to acquire and manage UHNI/HNI client relationships. Excellent client servicing and problem-solving skills. Strong communication and interpersonal abilities.

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients.

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients.

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients.

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients.

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients.

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients.

Roles and Responsibilities: Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. Achieve the Targets set in terms of product mix. 360 degree coverage of client needs across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Manage the customer transition with utmost sensitivity. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Experience - Should have 5 To 8 Yrs of job experience working with Bank / NBFC / Stock broking firms as a Relationship Manager- Pioneer /Burgundy /Priority/ Insignia/ Wealth Management/ Pvt Banker . Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. Should have experience of field sales & client interaction. Great communication with knowledge of local language.

Roles and Responsibilities: Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. Achieve the Targets set in terms of product mix. 360 degree coverage of client needs across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Manage the customer transition with utmost sensitivity. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Experience - Should have 5 To 8 Yrs of job experience working with Bank / NBFC / Stock broking firms as a Relationship Manager- Pioneer /Burgundy /Priority/ Insignia/ Wealth Management/ Pvt Banker . Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. Should have experience of field sales & client interaction. Great communication with knowledge of local language.

Roles and Responsibilities: Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. Achieve the Targets set in terms of product mix. 360 degree coverage of client needs across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Manage the customer transition with utmost sensitivity. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Experience - Should have 5 To 8 Yrs of job experience working with Bank / NBFC / Stock broking firms as a Relationship Manager- Pioneer /Burgundy /Priority/ Insignia/ Wealth Management/ Pvt Banker . Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. Should have experience of field sales & client interaction. Great communication with knowledge of local language.

Roles and Responsibilities: Achieve given AUM and Revenue targets Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs Recruit potential new IFAs and Franchisees. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. Ensure highest servicing standard for IFAs and Franchisees in the areas of sales support, query resolution, product training and client seminars Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Candidate Profile 8+ Years in sales of Equity Broking & investment products (Mutual Funds, PMS) through IFA & Franchisee channel. Team handling experience: Needed Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications.

Roles and Responsibilities: Achieve given AUM and Revenue targets Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs Recruit potential new IFAs and Franchisees. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. Ensure highest servicing standard for IFAs and Franchisees in the areas of sales support, query resolution, product training and client seminars Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Candidate Profile 8+ Years in sales of Equity Broking & investment products (Mutual Funds, PMS) through IFA & Franchisee channel. Team handling experience: Needed Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications.

Roles and Responsibilities: Achieve given AUM and Revenue targets Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs Recruit potential new IFAs and Franchisees. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. Ensure highest servicing standard for IFAs and Franchisees in the areas of sales support, query resolution, product training and client seminars Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Candidate Profile 8+ Years in sales of Equity Broking & investment products (Mutual Funds, PMS) through IFA & Franchisee channel. Team handling experience: Needed Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications.

Roles and Responsibilities: Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Ensure best services to the Partners (Franchisees, IFAs). Help distributors on joint calls.

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. Candidate Profile 1). Should be from Equity Broking Industry with minimum of 2 years of experience. 2). Experience in B2B - Partner Allainces (Franchisees, IFAs)is preferable. 3). Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . 4.) Need to have good communication skills. 5). Need to have ability to learn and update regularly on Capital Markets. 6). Desired to achieve sales target.

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. Candidate Profile 1). Should be from Equity Broking Industry with minimum of 2 years of experience. 2). Experience in B2B - Partner Allainces (Franchisees, IFAs)is preferable. 3). Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . 4.) Need to have good communication skills. 5). Need to have ability to learn and update regularly on Capital Markets. 6). Desired to achieve sales target.

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. Candidate Profile 1). Should be from Equity Broking Industry with minimum of 2 years of experience. 2). Experience in B2B - Partner Allainces (Franchisees, IFAs)is preferable. 3). Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . 4.) Need to have good communication skills. 5). Need to have ability to learn and update regularly on Capital Markets. 6). Desired to achieve sales target.

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. Candidate Profile 1). Should be from Equity Broking Industry with minimum of 2 years of experience. 2). Experience in B2B - Partner Allainces (Franchisees, IFAs)is preferable. 3). Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . 4.) Need to have good communication skills. 5). Need to have ability to learn and update regularly on Capital Markets. 6). Desired to achieve sales target.

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. Candidate Profile 1). Should be from Equity Broking Industry with minimum of 2 years of experience. 2). Experience in B2B - Partner Allainces (Franchisees, IFAs)is preferable. 3). Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . 4.) Need to have good communication skills. 5). Need to have ability to learn and update regularly on Capital Markets. 6). Desired to achieve sales target.

Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from HNI UHNI clients. Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients. To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities.