Job Summary

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.

📌 Vp/ Avp/ Manager , Pcg Pvt Client Group Advisory Thiruvananthapuram
🏢 Quick Turtle
📍 Thiruvananthapuram