Experience: 5 to 10 years in an equity broking firm. Valuable understanding and knowledge of equity, derivatives - equity, commodity & currency segment, MF, PMS, AIF, IPO, LAS and all related products.
Responsibilities
- Acquire and handle UHNI/HNI clients for PCG (Private Client Group) having a 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.
- 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, meetings, and conference calls.
- Coordinate with third-party product manufacturers and all the stakeholders.
- Ensure the highest level of service to customers in terms of advisory and also operational issues, and provide timely solutions for the same, which will be a differentiator for this segment.