Job highlights

- 5+ years in PCG-B2B/Partner Alliance/Franchisee vertical of stock broking with expertise in advising Ultra HNI clients on Equity, F&O;, and advanced market strategies

- Manage and grow large client and partner portfolios, build solid business associate relationships, conduct financial profiling, and provide quality advisory to scale revenue

Responsibilities

- Exp - 1) Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm.

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- 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.

- - Building strong 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

- - 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 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 -

📌 VP/ AVP/ DVP - PCG (Pvt Client Group) AdvisorB Partner Alliance (Surat)
🏢 Quick Turtle
📍 Surat