Job Summary

Experience: 5 to 10 years in an equity broking firm. Positive understanding and knowledge of Equity, Derivatives - Equity, Currency & Commodity Segment, MF, 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 MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance.
- Handling queries and 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, analyzing information & recommending portfolios.
- Monitoring & enhancing Advisor's advising skills through call tracking, weekly targets, meetings, conference 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 play a differentiator for this segment.

Key Skills

- UHNI/HNI client management
- Equity
- Derivatives
- Currency
- Commodity
- MF
- PMS
- AIF
- IPO

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