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VP / AVP / DVP PCG ( Pvt Client Group ) Advisor - Partner Alliance

VP / AVP / DVP PCG ( Pvt Client Group ) Advisor - Partner Alliance

ConfidentialAhmedabad, Bengaluru / Bangalore, Kolkata
30+ days ago
Job description
  • Position - VP AVP DVP - PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee IFA / B2B), Equity Broking.
  • 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.
  • Atleast 5 years of experience in sourcing and managing PCG- B2B / Partner Alliance / Franchisee vertical of Stock Broking firm.
  • Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies.

    • Skills Required

    Mutual Funds, Pms, Aif, B2b, Sales

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    Avp • Ahmedabad, Bengaluru / Bangalore, Kolkata

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