Job Summary

Advising Ultra HNI clients on Equity, F&O-; Equity/Currency/Commodity. Managing large customers with book size of 25lacs & above.

Responsibilities

- Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise

- Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future prospect

- Could be given existing book to manage - should apply deep market understanding & Advance strategies to increase book size & revenue

- Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis.

- Will be responsible for profiling Business Associate - Franchisee, IFA,



Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable

- Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory

- Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity

Location - Kolkata, Mumbai, Thane, Navi Mumbai, Ahmedabad, Surat, Vadodra, Delhi, Bangalore, Chennai, Hyderabad, Pune, Trivendrum, Kochi, Jaipur, Indore

📌 VP / AVP / DVP - PCG (Pvt Client Group) Advisor,B Partner Alliance (Kolkata)
🏢 Quick Turtle
📍 Kolkata