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

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

QuickTurtle

7 - 12 years

50 - 55 Lacs

Kolkata Ahmedabad Surat

Posted:1 month ago| Platform:

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Skills Required

Equity management Mutual Funds Shares Trading PMS Stocks Market Risk management AIF Structured Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

VP/ AVP/ Relationship Managers- PCG (Private Client Group) Advisory 1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having per client ticket 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). 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. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products Location- Kolkata,Ahmedabad,Surat,Mumbai,Bengaluru,Hyderabad,Chennai, Pune,Jaipur, Telangana, Delhi, Vadodra

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