VP / AVP / DVP - PCG (Pvt Client Group)… at QuickTurtle · Mumbai

Job Summary

Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodity. Managing large customers with book size of 25lacs & above.

Responsibilities

• Building strong rapport with Business Associate (Partners, 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, Partners to scale existing base & revenue through quality service & Showcasing future opportunity
• Could 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 Business Associate - Franchisee, IFA, Partners on regular basis.
• Will be responsible for profiling Business Associate - Franchisee, IFA, Partners 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 customers of Business Associate - Franchisee, IFA, Partners 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, thus, bringing stability and longevity

Location - Kolkata, Mumbai, Thane, Navi Mumbai, Ahmedabad, Surat, Vadodra, Delhi, Bangalore, Chennai, Hyderabad, Pune, Trivendrum, Kochi, Jaipur, Indore