- 5+ years in PCG-B2B/Partner Alliance/Franchisee vertical of Stock Broking;
experience advising Ultra HNI clients on Equity, F&O; (Equity/Currency/Commodity)
- Advise Ultra HNI clients; manage large customer books (25 lacs+); build and maintain Business Associate relationships; conduct financial profiling; upsell diversified investment products
Responsibilities
- 1. Advising Ultra HNI clients on Equity, F&O-; Equity/Currency/Commodity. Managing large customers with book size of 25lacs & above.
- 1. Building solid rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise
- 1. Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity
- 1. Could be given existing book to manage - should apply deep market understanding & Advance strategies to increase book size & revenue
- 1. Will be responsible to meet large customers and Business Associate - Franchisee, IFA,
Partners on regular basis.
- 1. 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
- 1. Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory
- 1. Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity - Education
Requirements
- At least 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm.
- Existing Relationship Manager / Team Leaders, havingJD - 1) Advising Ultra HNI clients on Equity, F&O-; Equity/Currency/Commodity . Managing large customers with book size of 25lacs & above.