0.0 - 5.0 years

1 - 6 Lacs

Kolkata, New Delhi, Mumbai (All Areas)

Work from Office

Roles and Responsibilities Manage relationships with high net worth individuals (HNI) clients to understand their financial goals and objectives. Provide personalized investment advice on equities, mutual funds, insurance products, and other financial instruments. Excellent Incentives, Easily Achievable. Salary Best in Industry. Good Annual Growth. Client Centric work environment.

Posted 2 days ago

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VP/ AVP/ Relationship Managers - PCG ( Private Client Group ) Advisory QuickTurtle

7.0 - 12.0 years

50 - 55 Lacs

Kolkata, Ahmedabad, Surat

Work from Office

VP/ AVP/ Relationship Managers- PCG (Private Client Group) Advisory 1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having per client ticket size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. 8) 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 Location- Kolkata,Ahmedabad,Surat,Mumbai,Bengaluru,Hyderabad,Chennai, Pune,Jaipur, Telangana, Delhi, Vadodra

Posted 1 month ago

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