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VP / AVP / DVP PCG Advisor - Partner Alliance

VP / AVP / DVP PCG Advisor - Partner Alliance

ConfidentialThiruvananthapuram / Trivandrum, Delhi
30+ days ago
Job description
  • Advising Ultra HNI clients on Equity, F&O- Equity / Currency / Commodit . Managing large customers with book size of 25lacs & above.
  • Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise
  • Helping Business Associate (Franchisee, IFA)to scale existing base & revenue through quality service & Showcasing future opportunity
  • Will be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue
  • Will be responsible to meet large customers and BA on regular basis
  • Will be responsible for executing - profiling of mapped large customers & BA by conducting in depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable
  • Creating large option book along with revenue & maximum activation of BA customers though quality advisory
  • 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

    • Skills Required

    Pms, Sales, BD, BA

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    Pcg Advisor • Thiruvananthapuram / Trivandrum, Delhi

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