Responsibilities

- Acquire and handle UHNI / HNI clients for PCG (Private Client group) having book size of Lac and above.
- Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.
- Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance.
- Handling Queries & complains of client's & solving it within TAT.
- Should apply deep market understanding & Advance strategies to increase book size & revenue.
- Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
- Coordinate with Third Party Product Manufacturers, and all the stake holders.




- To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment.

Experience

5 To 10 Years in a Equity Broking firm. Positive understanding and knowledge of Equity, Derivatives - Equity, Commodity & Currency Segment, MF, PMS, AIF, IPO, LAS and all related product.

Education

Minimum Bachelors Degree or equivalent, NCFM Qualified.

Skills

- Equity Advisory
- Stock Broking
- PMS
- Mutual Fund
- AIF
- LAS
- IPO
- Wealth Management
- Insurance

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

📌 VP/ AVP/ Manager - PCG (Pvt. Client Group) Advisory (Ahmedabad)
🏢 Quick Turtle
📍 Ahmedabad