VP / AVP / DVP - PCG (Pvt Client Group) Advisor

Quick Turtle

Kolkata, Bengaluru

5-8 Years

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Posted a month ago
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Job Description

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. 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
Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm.
Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies.
Existing Relationship Manager Team Leaders

More Info

Job Type:

Permanent Job

Industry:

Outsourcing

Role:

Business Development Executive

Function:

Sales/Business Development

Employment Type:

Full time

Open to candidates from:

Indian

About Company

Quick Turtle

QuickTurtle Technologies has been formed with the intention of providing solutions and services in the Healthcare/Legal BPO/KPO sector. Headquartered in the educational hub of Pune, India, where there is an abundance of well-qualified talent to choose from, QuickTurtle Technologies is well placed to take advantage of this opportunity and provide great quality service to its clients. We take great pride in our team of experienced and talented people who form the backbone of our company. Through the hard work and dedication of our team of professionals, we are able to provide timely, reliable, and accurate service to our clients. Equipped with state-of-the-art infrastructure and facilities, our team is conditioned to provide the best possible solutions to all of our clients’ needs.

Job ID: 121182293

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