- Advising Ultra HNI clients on Equity, F&O; - Equity/Currency/Commodity. Managing large customers with book size of 25 lacs & above.
- Building solid rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advice
- Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity
- Could be given existing book to manage - should apply deep market understanding & Advance strategies to increase book size & revenue
- Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis.
- Will be responsible for profiling Business Associate - Franchisee, IFA,
Partners by conducting in-depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable
- Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory
- Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity-Education -
Requirements
- At least 5 years of experience in sourcing and managing PCG-B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm.