Job Summary

Experience: 5 to 10 years in an equity broking firm. Valuable understanding and knowledge of Equity, Derivatives - Equity, Commodity & Currency segment, Mutual Funds, PMS, AIF, IPO, LAS, and all related products.

Responsibilities

- Acquire and handle UHNI / HNI clients for PCG (Private Client Group) having book size of Lakh and above.
- Advising UHNI/ HNI clients on Equity, Derivatives, Currency & Commodity markets and generate revenue from them.
- Cross selling third party products like Mutual Funds, PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance.
- Handling queries & complaints of clients and solving them within TAT.
- Should apply deep market understanding & advanced strategies to increase book size & revenue.




- Profiling clients by conducting in-depth review of clients' 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 stakeholders.
- 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 be a differentiator for this segment.

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