Job Summary

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

Responsibilities
1) Advising Ultra HNI clients on Equity, F&O-; Equity/Currency/Commodity. Managing large customers with book size of 25lacs & above.
2) Building robust 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
3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future chance
4) Could be given existing book to manage - should apply deep market understanding & Advanced strategies to increase book size & revenue
5)



Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis.
6) Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in-depth review of customers' financial requirements, analysing investors' investment style, risk appetite and recommending suitable portfolio or actionable
7) Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory
8) Upselling and look for prospect to guide large customers to diversify investment portfolio by advising them on suitable products like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity

📌 Vp/ Avp/ Dvp Pcg Pvt Client Group Advisor,b Partner Alliance Indore (India)
🏢 Quick Turtle
📍 India