SVP / VP / AVP/ Relationship Managers - PCG

• SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & Investments
• The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.
• Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds).
• Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue.
• 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
• Understanding of clients profile and suggest Portfolio/ Asset Allocation.
• To improve and maintain the client activity ratio by activating clients across the segments
• Ability to coordinate with Third Party Product Manufacturers, and all the stake holders.
• Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products

Candidate Profile

• Graduate Post Graduate
• Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products.
• Should have in-depth understanding of micro & macros moreover expertise in stock, sector and overall market (Global & Domestic)