Job Summary

Experience - 5 to 10 years in a equity broking firm. Valuable 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 such as 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.
- Apply deep market understanding and advanced strategies to increase book size and revenue.




- Profiling clients by conducting in-depth review of clients' financial requirements, analyzing information and recommending portfolios.
- Monitoring and enhancing advisor's advising skills through call tracking, weekly targets and meetings, conference calls.
- Coordinate with third-party product manufacturers, and all the stakeholders.
- To ensure the 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 (Surat)
🏢 Quick Turtle
📍 Surat