Senior Wealth Advisory Specialist

2 days ago

Pune Chennai Hyderabad Secunderabad Telangana, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000
Job Title: VP / AVP / DVP - PCG Advisor

Role Description:

  • We seek an experienced professional to provide in-depth advisory services to Ultra High Net Worth Individuals (HNI) on Equity, F&O-Equity/Currency/Commodity.
  • The ideal candidate will be responsible for managing large customers with a book size of 25 lacs and above.
  • You will build strong rapport with Business Associates (Partners, Franchisees, and IFAs) to bring business scalability and quality servicing.
  • Focus on customer and Business Associate longevity by providing research-based advice.
  • Help Business Associates - Franchisees, IFAs, and Partners scale their existing base and revenue through quality service and showcasing future opportunities.
  • Manage existing books and apply deep market understanding and advanced strategies to increase book size and revenue.
  • Meet regularly with large customers and Business Associates - Franchisees, IFAs, and Partners.
  • Profile Business Associates - Franchisees, IFAs, and Partners by conducting in-depth reviews of customers' financial requirements, analyzing investors' investment styles, risk appetites, and recommending suitable portfolios or actionable insights.
  • Develop large option books along with revenue and maximize activation of customers of Business Associates - Franchisees, IFAs, and Partners.
  • Upsell and look for opportunities to guide large customers to diversify their investment portfolios by advising them suitable products like Mutual Funds, PMS, IAP, Insurance, bringing stability and longevity.
  • Minimum 5 years of experience in sourcing and managing PCG-B2B/Partner Alliance/Franchisee verticals of Stock Broking firms.
  • Expertise in researching sectors like BFSI, Auto, FMCG, and Consumer Durables, should be thorough with Institutional Equity Research, connecting with Buy Side institutions like Mutual Fund Houses and Insurance Companies.
  • Existing Relationship Manager Team Leaders.

Key Skills and Qualifications:

  • Extensive knowledge of Equity, F&O-Equity/Currency/Commodity markets.
  • Strong advisory skills and the ability to provide in-depth research-based advice.
  • Excellent communication and interpersonal skills.
  • Ability to build strong relationships with clients and Business Associates.
  • Proven track record of managing large customer books and increasing revenue.
  • Experience in developing and implementing advanced strategies to increase book size and revenue.
  • Knowledge of Institutional Equity Research and ability to connect with Buy Side institutions.

Benefits:

  • Opportunity to work with high-net-worth individuals and businesses.
  • Chance to develop and implement advanced strategies to increase revenue.
  • Professional growth and development opportunities.
  • Collaborative and dynamic work environment.

Other Requirements:

  • Minimum 5 years of experience in the relevant field.
  • Relevant certifications and qualifications.
  • Ability to work in a fast-paced environment and meet deadlines.

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