QUQuick Turtle
VP/ AVP/ Manager, PCG (Pvt. Client Group) Advisory
Kolkata ₹3-11 LPA Posted 9 Jul 2025
FULL TIME
Insurance
Ipo
LAS
TAT
Pms
Job Description
- 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), LAS, IPO, 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.
- 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.