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SVP / VP / AVP / Relationship Managers - PCG

SVP / VP / AVP / Relationship Managers - PCG

ConfidentialVadodara
30+ days ago
Job description
  • SVP / VP / AVP / Relationship Managers- PCG (Private Client Group), Equity Broking & Investments
  • The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.
  • Achieve the Revenue Target through Broking / Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds).
  • Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue.
  • Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity
  • Understanding of clients profile and suggest Portfolio / Asset Allocation.
  • To improve and maintain the client activity ratio by activating clients across the segments
  • Ability to 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

    • Candidate Profile

    • Graduate Post Graduate
    • Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products.
    • Should have in-depth understanding of micro & macros moreover expertise in stock, sector and overall market (Global & Domestic)

      • Skills Required

      Mf, Pms, Aif, Mutual Funds

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    Relationship Manager • Vadodara

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