VP/ AVP/ Manager , PCG (Pvt. Client Group) Advisory

Quick Turtle

5 - 10 years

11 - 16 Lacs

Vadodara Gujarat India

Posted:2 weeks ago| Platform: Foundit logo

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Skills Required

Revenue Generation Operations Management business advising investment products Client Satisfaction Customer Service

Work Mode

On-site

Job Type

Full Time

Job Description

VP/AVP/Managers

Key Responsibilities

Acquire and manage UHNI/HNI clients
for the Private Client Group (PCG), specifically those 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), Loans Against Shares (LAS), IPOs, 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.
Ensure the highest level of service to customers
in terms of advisory and operational issues, providing timely solutions that differentiate our service in this segment.

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