VP / AVP / DVP - PCG (Pvt Client Group) Advisor

ConfidentialVadodara, Thiruvananthapuram / Trivandrum, Delhi

30+ days ago

Job description

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

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

Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies.

Existing Relationship Manager Team Leaders

Skills Required

Portfolio Management, Client Acquisition, Financial Analysis, investment strategies, Risk Assessment

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Avp • Vadodara, Thiruvananthapuram / Trivandrum, Delhi

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