SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group)Advisory

Quick Turtle

7 - 12 years

10 - 15 Lacs

Jaipur Rajasthan India

Posted:13 hours ago| Platform: Foundit logo

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Skills Required

Product Knowledge Market Knowledge Financial Products Portfolio Management Mutual Funds

Work Mode

On-site

Job Type

Full Time

Job Description

SVP/VP/AVP/Relationship Managers

Key Responsibilities

Acquire and manage UHNI/HNI clients
for the Private Client Group (PCG), focusing on clients with a book size of ?25 Lacs and above.
Advise UHNI/HNI clients
on Equity, Derivatives, Currency, and Commodity Markets, actively generating revenue from these segments.
Cross-sell Third Party Products
including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), and Insurance.
Handle client queries and complaints
efficiently, ensuring resolution within the stipulated Turnaround Time (TAT).
Apply deep market understanding and advanced strategies
to effectively increase client book size and revenue.
Profile clients thoroughly
by conducting in-depth reviews of their financial requirements, analyzing information, and recommending suitable portfolios.
Monitor and enhance the advising skills of Advisors
(if applicable to the specific role level) through call tracking, weekly targets, meetings, and conference calls.
Coordinate effectively with Third Party Product Manufacturers
and all relevant internal and external stakeholders to ensure seamless service delivery.

Candidate Profile

Education:
Graduate or Post-Graduate degree.
Product Knowledge:
Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segments.
Familiarity with Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and all related financial products.
Market Expertise:
Should have an in-depth understanding of micro and macro-economic factors, with expertise in stock, sector, and overall market dynamics (both Global & Domestic).

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