VP/ AVP/ DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance

VP/AVP/DVP - PCG (Private Client Group) Advisor, B2B Partner Alliance

VP/AVP/DVP - PCG Advisor, B2B Partner Alliance

Key Responsibilities

• Advise Ultra HNI clients

  on a diverse range of investment products including Equity, Futures & Options (Equity, Currency, Commodity), managing large customer portfolios with a book size of ?25 lakhs and above.

• Build and maintain strong rapport

  with Business Associates (Partners, Franchisees, IFAs) to ensure business scalability and high-quality servicing. Your focus will be on customer and Business Associate longevity, driven by in-depth research and knowledge-based advice.

• Support Business Associates

  (Franchisees, IFAs, Partners) in scaling their existing client base and revenue through quality service and by showcasing future opportunities.
• Potentially

  manage an existing book of clients

  , applying deep market understanding and advanced strategies to increase book size and revenue.

• Regularly meet with large customers and Business Associates

  (Franchisees, IFAs, Partners) to foster strong relationships and understand their evolving needs.

• Profile Business Associates

  (Franchisees, IFAs, Partners) by conducting in-depth reviews of their customers financial requirements, analyzing investor investment styles and risk appetites, and recommending suitable portfolios or actionable strategies.

• Create a large options book

  along with robust revenue, ensuring maximum activation of Business Associate customers through quality advisory.

• Identify upselling opportunities

  and guide large customers to diversify their investment portfolios by advising them on suitable products like Mutual Funds, PMS (Portfolio Management Services), IAP (Investment Advisory Products), and Insurance, thereby bringing stability and longevity to their investments.

What We're Looking For

• Proven expertise in advising Ultra HNI clients on complex financial products.
• Demonstrated ability to build and nurture strong B2B relationships for scalable business growth.
• Deep understanding of equity markets, F&O, and advanced investment strategies.
• Exceptional communication and interpersonal skills to manage high-value clients and partners.
• A strong commitment to client longevity through research-backed and insightful advice.