SVP / VP / AVP/ Relationship Managers - PCG
19 hours ago
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.
8.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, sectorand overall market (Global & Domestic)
Location-Kolkata,Mumbai,Bengaluru,Hyderabad,Chennai,Pune,Jaipur,Ahmedabad,Delhi, Telangana, Vadodra
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