Responsibilities
Existing Relationship Manager / Team Leaders, having JD - Advising Ultra HNI clients on Equity, F&O-; Equity/Currency/Commodity; managing large customers with book size of 25lacs & above.
Building solid rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity 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 prospect.
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 prospect to guide large customers to diversify investment portfolio by advising them suitable products like Mutual fund, PMS, IAP, Insurance, thus bringing stability and longevity.

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

Skills
Relationship Management
Ultra HNI Advisory
Equity
F&O;
Currency
Commodity
Portfolio Advisory
Upselling
Research & Knowledge-based Advisory

📌 Vp/ Avp/ Dvp Pcg Advisor,b Partner Alliance, Equity Broking Mumbai
🏢 Quick Turtle
📍 Mumbai