Job highlights

- 5+ years in PCG-B2B/Partner Alliance/Franchisee vertical of Stock Broking with expertise in Ultra HNI Advisory, Equity, F&O;, Currency, Commodity

- Manage and advise Ultra HNI clients, build and maintain Business Associate relationships, scale revenue through research-driven advisory, portfolio diversification, and upselling

Responsibilities

- Existing Relationship Manager / Team Leaders, having JD - Advising Ultra HNI clients on Equity, F&O-; Equity/Currency/Commodity; managing large customers with book size of 25lacs & above.

- Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer &
- Business Associate longevity by focusing more on research & deep knowledge based advice.

- Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service &

- Showcasing future opportunity.

- Could be given existing book to manage - should apply deep market understanding &

- Advance strategies to increase book size & revenue.





- Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis.

- 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.

- Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory.

- Upselling and look for chance to guide large customers to diversify investment portfolio by advising them suitable products like Mutual fund, PMS, IAP, Insurance, thus bringing stability and longevity.

Requirements

- Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm.

Skills

- Relationship Management

- Ultra HNI Advisory

- Equity

- F&O;

- Currency

- Commodity

- Portfolio Advisory

- Upselling

- Research &
- Knowledge-based Advisory

📌 VP/ AVP/ DVP - PCG Advisor,B Partner Alliance, Equity Broking (Mumbai)
🏢 Quick Turtle
📍 Mumbai