SVP / VP / AVP / Relationship Managers - PCG

1. 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.

2. 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).

3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue.

4. 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

5. Understanding of clients profile and suggest Portfolio / Asset Allocation.

6. To improve and maintain the client activity ratio by activating clients across the segments

7. Ability to coordinate with Third Party Product Manufacturers, and all the stake holders.

8.Knowledge of Equity / Stocks / Shares Trading / Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products

Skills Required

Client Relationship Management, Wealth Management, Portfolio Management, Investment Advisory, Sales Strategy