SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group)Confidential • Pune, Chennai, Bengaluru / Bangalore
SVP / VP / AVP / Relationship Managers- PCG (Private Client Group)
Confidential • Pune, Chennai, Bengaluru / Bangalore
30+ days ago
Job descriptionAcquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac 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), 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 & 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. Knowledge of Equity / Stocks / Shares Trading / Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products
Skills Required
Mutual Funds, Pms, Broking
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Relationship Manager • Pune, Chennai, Bengaluru / Bangalore
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