VP / AVP / Relationship Managers - PCG Advisory
17 hours ago
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
- 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, sectorand overall market (Global & Domestic)
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