Responsibilities

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

- Building solid rapport with Business Associates (Partners, Franchisee, IFA) to bring business scalability and quality servicing; focusing on customer and Business Associate longevity by emphasizing research and deep knowledge-based advice.

- Helping Business Associates - Franchisee, IFA, Partners - to scale the existing base and revenue through quality service and showcasing future opportunities.

- Could be given an existing book to manage; should apply deep market understanding and advance strategies to increase book size and revenue.

- Will be responsible to meet large customers and Business Associates - Franchisee, IFA, Partners on a regular basis.

- Will be responsible for profiling Business Associations - Franchisee, IFA,



Partners by conducting in-depth reviews of customers' financial requirements, analyzing investors' investment style, risk appetite and recommending a suitable portfolio or actionable.

- Creating a large option book along with revenue and maximum activation of Business Associates - Franchisee, IFA, Partners customers through quality advisory.

- Upselling and looking for opportunities to guide large customers to diversify their investment portfolio by advising suitable products like Mutual funds, PMS, IAP, Insurance, thus bringing stability and longevity.

Requirements

- At least 5 years of experience in sourcing and managing PCG- B2B/Partner Alliance/ Franchisee vertical of Stock Broking firm.

- Existing Relationship Manager / Team Leaders.

📌 VP/ AVP/ DVP - PCG Advisor,B Partner Alliance, Equity Broking (Kochi)
🏢 Quick Turtle
📍 Kochi