QU

SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group)

Pune ₹4-7 LPA Posted 8 Jul 2025

FULL TIME

Mutual Funds

Pms

Broking

Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.
Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.
Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance.
Handling Queries & complains of client's & solving it within TAT.
Should apply deep market understanding & Advance strategies to increase book size & revenue.
Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets &
meetings, con calls.
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