VP / AVP / DVP PCG Advisor - Partner Alliance - Thane, Mumbai - confidential

    confidential
    confidential Thane, Mumbai

    12 hours ago

    Full time
    Description
    •  Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodit . Managing large customers with book size of 25lacs & above.
    • Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise
    • Helping Business Associate (Franchisee, IFA)to scale existing base & revenue through quality service & Showcasing future opportunity
    • Will be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue
    • Will be responsible to meet large customers and BA on regular basis
    • Will be responsible for executing - profiling of mapped large customers & BA by conducting in depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable
    • Creating large option book along with revenue & maximum activation of BA customers though quality advisory
    • 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

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    Advising Ultra HNI clients on Equity, F&O- Equity Currency/ Commodity . Managing large customers with book size of 25lacs & above. · Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. · ...

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