Vertical Manager - PCG Adivisory

Roles And Responsibilities

• Lead and manage a team of advisory and dealing professionals.
• Build a strong team through referrals and internal hiring, fostering a culture of collaboration and high performance.
• Execute trades on behalf of clients, aligning with their investment strategies and preferences.
• Provide expert advisory services, emphasizing Assets Under Management (AUM) product penetration to enhance client portfolios.
• Actively promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP).
• Acquire new clients while maintaining and strengthening relationships with existing clients.
• Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement.

Preferred Candidate Profile

Skills Required

Financial Products, Equity Dealing, Client Acquisition