Job Summary

Exp - 5 to 10 years in a equity broking firm. Good understanding and knowledge of Equity, Derivatives - Equity, Commodity & Currency Segment, MF, PMS, AIF, IPO, LAS and all related product.

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.

Requirements

- Experience: 5 to 10 years in an equity broking firm.
- Positive understanding and knowledge of Equity, Derivatives - Equity, Commodity & Currency Segment, MF, PMS, AIF, IPO, LAS and all related product.

Key Competencies / Skills

- UHNI/HNI client handling
- Equity, Derivatives, Currency & Commodity markets knowledge
- MF, PMS, AIFs, LAS, IPO, Insurance
- Client profiling and portfolio recommendations
- Market understanding and advanced strategies
- Client query handling and TAT-based resolution
- Call tracking, weekly targets, meetings, conference calls
- Coordination with third-party product manufacturers and stakeholders
- Advisory and operational service excellence

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