VP / AVP / Manager, PCG ( Pvt. Client Group) Advisory

4 days ago

Bengaluru, India QuickTurtle Full time

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book 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), LAS, IPO, Insurance.
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.
8) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
9) Coordinate with Third Party Product Manufacturers, and all the stake holders.
10) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment.

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