VP/ AVP/ Relationship Managers- PCG Advisory

2 days ago

Ahmedabad Kolkata Surat, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 per year

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket 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)

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

7) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls

8) Coordinate with Third Party Product Manufacturers, and all the stake holders

9) Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products

Candidate Profile

  1. Graduate / Post Graduate
  2. Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products.
  3. Should have in-depth understanding of micro & macros moreover expertise in stock, sectorand overall market (Global & Domestic)

Location - Kolkata, Ahmedabad, Surat, Mumbai, Bangalore, Hyderabad, Chennai, Telangana, Delhi, Pune, Jaipur, Vadodra

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