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Regional Head - PCG ( Pvt. Client Group ) Advisory

5 - 10 years

25 - 35 Lacs

Mumbai

Posted:13 hours ago| Platform: Naukri logo

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Skills Required

Client Acquisition Stock Broking Team Handling Mutual Fund Equity Advisory PMS IPO Equity Trading AIF Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

1) It's a Team Handling Role. 2) Would have team target of Pvt Client Acquisition with ticket size - Rs. 25Lac, and Advise these clients based on market intelligence and research reports, 3) Generate revenue through Equity Broking, and through Cross selling of Third Party Products like - MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Monitoring & enhancing PCG Advisor's Advising and Trading skills through call tracking, weekly targets meetings, con calls.Coordinate with Third Party Product Manufacturers, and all the stake holders. 7) To ensure highest level of service to customers in terms of advisory, address operational issues, and give timely solutions for the same which will play a differentiator for this segment.

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