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

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

ConfidentialMumbai, Bengaluru / Bangalore, Kolkata
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), LAS, IPO, 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.
  • To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment.

    • Skills Required

    Pms, LAS, Ipo, Insurance, TAT

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    Avp • Mumbai, Bengaluru / Bangalore, Kolkata

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