Job Summary

Experience: 5 to 10 years in an equity broking firm. Positive understanding and knowledge of equity, derivatives (equity), commodity & currency segments, MF, PMS, AIF, IPO, LAS and all related products.

Responsibilities
Acquire and handle UHNI/HNI clients for PCG (Private Client Group) with a book size of Lakh and above.
Advise UHNI/HNI clients on equity, derivatives, currency & commodity markets and generate revenue from them.
Cross-sell third-party products such as MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS (Loan Against Securities), IPOs, and Insurance.
Handle clients' queries and complaints and resolve them within TAT.
Apply deep market understanding and advanced strategies to increase book size and revenue.
Profile clients by conducting in-depth reviews of their financial requirements,



analyzing information, and recommending portfolios.
Monitor and enhance the advisor's advising skills through call tracking, weekly targets, meetings, and conference calls.
Coordinate with third-party product manufacturers and all stakeholders.
Ensure the highest level of service to customers in terms of advisory and operational issues and provide timely solutions, which will differentiate this segment.

Qualifications / Requirements
Experience: 5 to 10 years in an equity broking firm.
Positive understanding and knowledge of equity, derivatives (equity), currency & commodity markets, MF, PMS, AIF, IPO, LAS and related products.

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