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VP / AVP / DVP PCG Advisor - Partner Alliance

ConfidentialSurat, Pune

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 • Surat, Pune

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