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SVP / VP / AVP / Relationship Managers- PCG (Private Client Group)

ConfidentialDelhi, Vadodara

30+ days ago

Job description

Acquire 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 • Delhi, Vadodara