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

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

ConfidentialPune, Chennai, Bengaluru / Bangalore
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 • Pune, Chennai, Bengaluru / Bangalore

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