7 - 12 years
5 - 15 Lacs
Posted:1 day ago|
Platform:
Work from Office
Full Time
1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.
2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance.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) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.7) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets &meetings, con calls.8) Coordinate with Third Party Product Manufacturers, and all the stake holders.
Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products
Location: Mumbai, Bengaluru, Hyderabad, Chennai, Pune, Jaipur, Telangana, Delhi, Vadodra
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