Team Leader - Advisor PCG HNI Large Financial Services

Advisor PCG HNI

This is an B2C Channel

He/she should have a book size of their own

Target Trading Client Acquisition and revenue generation.

Candidate should have knowledge and experience on PMS Mutual Fund AIF & Insurance product.

Job Purpose

Responsible for ensuring timely delivery of relevant equity advise to the PCG

customer segment

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.

New client acquisition for Broking Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets

Key Deliverables

1. Ensure the timely delivery of customized equity advise to assigned PCG

customers (trading and investment ideas)

2. Ensure timely advice to customers for Equity and Derivative markets

3. Research Reports based advisory along with client meeting and client

upgradation/Client relationship.

4. Portfolio Review to be done monthly with clients for deepening the Client relationship.

5. Ensure adherence to equity advise delivery processes for PCG customers

6. Ensure adherence to Compliance process for advice given

7. Pass on ground customer feedback to the Senior PCG advisor

8. New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP

9. Daily meetings to be done with existing clients and new prospects for business.

7. Support the sales team in delivering specialized advise to PCG customers

in a joint manner

Role Requirements

o Educational Qualifications: Graduation in any discipline MBA Finance

NCFM

o Experience: 8 Years in Financial Markets

o Domain Knowledge: Understanding of capital markets

o IT Skills: MS Office

"Advisor","Advisory","Team Lead","HNI","Ultra HNI","Cross Selling","Client Acquisition","Revenue Generation"