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Manager Advisory Equity & Investment Products– PCG (Pvt. Client Group)

7 - 12 years

8 - 15 Lacs

Mumbai, Chennai, Bengaluru

Posted:1 month ago| Platform: Naukri logo

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Skills Required

Wealth Management Mutual Funds Equity Advisory PMS Stock Broking IPO Cross selling AIF LAS

Work Mode

Work from Office

Job Type

Full Time

Job Description

1) Achieve the Business Target set for them which includes Broking Revenue , Future & Options (F&O). 2) Cross selling third party products like Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse products launched by the company. 3) Servicing to existing/ new acquired clients of the company. 4) 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. 5) To achieve Revenue target through broking and cross selling products launched by the by the company from time to time. 6) Generate interest income 7) Understanding of clients profile and suggest Portfolio/ Asset Allocation. 8) To improve and maintain the client activity ratio by activating clients across the segments Location - Hyderabad,Kolkata,Ahmedabad,Surat,Pune, Trivendrum, Delhi, Vadodra

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