Experience - 5 to 10 years in an equity broking firm. Positive understanding and knowledge of Equity, Derivatives - Equity, Currency and Commodity Markets, 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 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 and advanced strategies to increase book size and revenue.
- Profiling clients by conducting in-depth review of clients' financial requirements, analysing 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 differentiate this segment.