VP / AVP / Manager , PCG Advisory

What are we looking for

Quick Turtle is seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory. This position is crucial for acquiring and managing Ultra High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI) clients, providing expert advice on various market instruments, and driving revenue through personalized investment solutions and cross-selling.

Key Responsibilities:

• Acquire and handle UHNI / HNI clients for the Private Client Group with a book size of Rs. 25 Lacs and above.
• Advise UHNI / HNI clients on Equity, Derivatives, Currency & Commodity Markets, and generate revenue from these relationships.
• Cross-sell Third Party Products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Loan Against Shares (LAS), IPOs, and Insurance.
• Handle client queries and complaints, ensuring resolution within the agreed Turnaround Time (TAT).
• Apply deep market understanding and advanced strategies to increase client book size and revenue.
• Profile clients by conducting in-depth reviews of their financial requirements, analyzing information, and recommending suitable portfolios.
• Monitor and enhance advisors advising skills through call tracking, weekly targets & meetings, and conference calls.
• Coordinate with Third Party Product Manufacturers and all relevant stakeholders.
• Ensure the highest level of service to customers in terms of advisory and operational issues, providing timely solutions to differentiate our service in this segment.

What skills and knowledge should you bring

• Expertise in Equity Advisory and Wealth Management.
• In-depth knowledge of investment products, including Mutual Funds, PMS (Portfolio Management Services), Corporate FD, IPO, LAS, and Insurance.
• Strong understanding of Equity, Derivatives, Currency, and Commodity Markets.
• Proven ability to acquire and manage UHNI/HNI client relationships.
• Excellent client servicing and problem-solving skills.
• Strong communication and interpersonal abilities.