Experience: 5 to 10 years in an equity broking firm. Positive understanding and knowledge of Equity, Derivatives - Equity, Currency & Commodity Segment, MF, PMS, AIF, IPO, LAS and all related products.
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 & complaints of clients and solving it within TAT.
- Should apply deep market understanding & Advance strategies to increase book size & revenue.
- Profiling clients by conducting in-depth review of clients' 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 stakeholders.
- 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.