Strategic Financial Advisors

2 days ago

Jaipur Hyderabad Secunderabad Telangana, India beBeeRelationship Full time ₹ 8,00,000 - ₹ 12,00,000
Job Title:
Relationship Manager PCG

Job Description:
  • Acquire and handle high net worth individual clients for the Private Client group with a book size of Rs. 25 lac and above.
  • Advise UHNI/HNI clients on equity, derivatives, currency, and commodity markets and generate revenue from them.
  • Cross-sell third-party products such as mutual funds, portfolio management services, alternate investment funds, and insurance.
  • Handle client queries and complaints and resolve them within the given timeframe.
  • Apply deep market understanding and advanced strategies to increase book size and revenue.
  • Profile clients by conducting in-depth reviews of their financial requirements, analyzing information, and recommending portfolios.
  • Monitor and enhance advisor skills through call tracking, weekly targets, and meetings, con calls.
  • Coordinate with third-party product manufacturers and stakeholders.
  • Have knowledge of equity/stocks/shares trading/dealing, equity advisory, risk, regulation, investments products - mutual funds, PMS, AIF, structured products

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