[Apply in 3 Minutes] SVP

2 weeks ago


Vadodara, India Quick Turtle Full time

Job Description - 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)



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