Responsibilities

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

Experience

- Exp - Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm.
- Existing Relationship Manager / Team Leaders, havingJD - 1) Advising Ultra HNI clients on Equity, F&O-; Equity/Currency/Commodity . Managing large customers with book size of 25lacs & above.

📌 VP/ AVP/ DVP - PCG (Pvt Client Group) AdvisorB Partner Alliance (Pune)
🏢 Quick Turtle
📍 Pune