Job highlights

- 5-10 years experience in equity broking with expertise in Equity, Derivatives, Currency & Commodity segments, MF, PMS, AIF, IPO, LAS

- Acquire and manage UHNI/HNI clients, advise on markets, cross-sell third party products, resolve client queries, apply advanced strategies to grow book size and revenue, coordinate with stakeholders

Job Summary

Experience: 5 to 10 years in an equity broking firm. Valuable 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 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 & complaints of clients and solving it within TAT.

- Should apply deep market understanding & Advance strategies to increase book size & revenue.

- Profiling clients by conducting in-depth review of clients' financial requirements, analysing information & recommending portfolios.

- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con 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.

📌 VP/ AVP/ Manager , PCG (Pvt. Client Group) Advisory (Kolkata)
🏢 Quick Turtle
📍 Kolkata