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

• 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.
• 5 To 10 Years in a Equity Broking firm. Good understanding and knowledge of Equity, Derivatives - Equity, Commodity & Currency Segment, MF, PMS, AIF, IPO, LAS and all related product.

Skills : -

• Equity Advisory, Stock Broking , PMS, Mutual Fund, AIF, LAS, IPO, Investment Products
• Equity Advisory, Wealth Management, Knowledge of Investments products - Mutual Funds, PMS- Portfolio Management Services, Corporate FD, IPO, LAS, Insurance,