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

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

QuickTurtle

5 - 10 years

8 - 15 Lacs

ahmedabad chennai surat

Posted:1 week ago| Platform:

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Skills Required

stock broking pms mutual funds wealth management aif equity advisory morphx investment banking ipo cross selling capital market broking microsoft dynamics ax derivatives odata group management x++ acquisition sap abap finance oo abap

Work Mode

Work from Office

Job Type

Full Time

Job Description

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), LAS, IPO, 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.9) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment.

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