Job Summary

Experience: 5 to 10 years in an equity broking firm. Positive understanding and knowledge of Equity, Derivatives - Equity, Currency & Commodity Segment, MF, PMS, AIF, IPO, LAS and all related products.

Responsibilities
Acquire and handle UHNI / HNI clients for PCG (Private Client Group) having book size of Lakh 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.
Should apply deep market understanding & Advanced strategies to increase book size & revenue.




Profiling clients by conducting in depth review of clients' financial requirements, analyzing information & recommending portfolios.
Monitoring & enhancing Advisor's advising skills through call tracking, weekly targets, meetings, conference calls.
Coordinate with Third Party Product Manufacturers, and all the stakeholders.
To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment.

Key Skills
UHNI/HNI client management
Equity
Derivatives
Currency
Commodity
MF
PMS
AIF
IPO

📌 Vp/ Avp/ Manager , Pcg Pvt Client Group Advisory Pune (India)
🏢 Quick Turtle
📍 India