Job highlights

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

- Acquire and manage UHNI/HNI clients, advise on markets, cross-sell third party products, resolve client queries, and enhance advisory services

Job Summary

Exp - 5 To 10 Years in a Equity Broking firm. Valuable understanding and knowledge of Equity, Derivatives - Equity, Commodity & Currency Segment, MF, PMS, AIF, IPO, LAS and all related product.

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 products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance.





- Handling Queries & complains of client's & solving it within TAT.

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

- Profiling clients by conducting in depth review of client's financial requirements, analysing information and 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 stake holders.

- 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 (Mumbai)
🏢 Quick Turtle
📍 Mumbai