Job Summary

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

Responsibilities
Building solid 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 chance 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