VP / AVP / Manager, PCG (Pvt. Client Group) Advisory

QuickTurtle is seeking experienced and driven VP / AVP / Managers to join our Private Client Group (PCG) Advisory team. In this role, you will be responsible for acquiring, managing, and advising Ultra High Net Worth (UHNI) and High Net Worth (HNI) clients, driving revenue across a diverse range of investment products, and ensuring unparalleled client satisfaction.

Key Responsibilities

• Acquire and manage UHNI / HNI clients for the Private Client Group (PCG), specifically those with a book size of ₹25 Lacs and above.
• Advise UHNI / HNI clients on Equity, Derivatives, Currency, and Commodity Markets, actively generating revenue from these segments.
• Cross-sell Third Party Products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Loans Against Shares (LAS), IPOs, and Insurance.
• Handle client queries and complaints efficiently, ensuring resolution within the stipulated Turnaround Time (TAT).
• Apply deep market understanding and advanced strategies to effectively increase client book size and revenue.
• Profile clients thoroughly by conducting in-depth reviews of their financial requirements, analyzing information, and recommending suitable portfolios.
• Monitor and enhance the advising skills of Advisors (if applicable to the specific role level) through call tracking, weekly targets, meetings, and conference calls.
• Coordinate effectively with Third Party Product Manufacturers and all relevant internal and external stakeholders to ensure seamless service delivery.
• Ensure the highest level of service to customers in terms of advisory and operational issues, providing timely solutions that differentiate our service in this segment.

Skills Required

Revenue Generation, Operations Management, business advising , investment products, Client Satisfaction, Customer Service