VP / AVP / Relationship Managers - PCG Advisory

5 days ago

Kolkata, India QuickTurtle Full time

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

9) Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products

Candidate Profile

  1. Graduate Post Graduate
  2. Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products.
  3. Should have in-depth understanding of micro & macros moreover expertise in stock, sectorand overall market (Global & Domestic)

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