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VP/ AVP/ DVP PCG (Pvt Client Group) Advisor

VP/ AVP/ DVP PCG (Pvt Client Group) Advisor

QuickTurtle

3 - 6 years

60 - 65 Lacs

Mumbai, Thane, Navi Mumbai

Posted:1 day ago| Platform:

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Skills Required

Stock Market Mutual fund Equity management PMS IAP Risk management

Work Mode

Work from Office

Job Type

Full Time

Job Description

1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodit . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate (Franchisee, IFA)to scale existing base & revenue through quality service & Showcasing future opportunity 4) Will be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to meet large customers and BA on regular basis 6) Will be responsible for executing - profiling of mapped large customers & BA by conducting in depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable 7) Creating large option book along with revenue & maximum activation of BA customers though quality advisory 8) Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity Location: Vadodra, Delhi, Trivendrum,Ahmedabad,Kolkata,Bengaluru,Chennai,Hyderabad,Pune,Surat,Kochi,Jaipur,Indore

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VP/ AVP/ DVP PCG (Pvt Client Group) Advisor

Experience & Salary

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