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

QuickTurtle; Mumbai, Thane, Delhi; On-site; INR 12,00,000 - 15,00,000; Full time

Job summary

A leading financial advisory firm is seeking a VP/AVP/DVP Advisor to manage Ultra HNI clients and oversee significant equity investments. The ideal candidate will have a minimum of 5 years in a stock broking firm, focusing on client engagement and financial advisory. Locations include Mumbai and other major cities across India.

Qualifications

• At least 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of a Stock Broking firm.
• Existing Relationship Manager Team Leaders.

Responsibilities

• Advising Ultra HNI clients on Equity, F&O, and managing large customers.
• Building rapport with Business Associates for business scalability.
• Managing existing book and increasing revenue.
• Regularly meeting large customers and Business Associates.
• Profiling large customers and recommending suitable portfolios.

Skills

Relationship Management

Equity and F&O Advisory

Client Engagement

Financial Analysis

Job description

VP/ AVP/ DVP PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee/IFA/B2B), Equity Broking

The role involves advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodities and managing large customers with a book size of 25 lacs and above.

• Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing, focusing on customer and Business Associate longevity through research and deep knowledge-based advice.
• Helping Business Associate (Franchisee, IFA) to scale the existing base and revenue through quality service and showcasing future opportunities.
• Managing an existing book and applying deep market understanding and advanced strategies to increase book size and revenue.
• Regularly meeting large customers and Business Associates.
• Profiling mapped large customers and Business Associates by conducting in-depth reviews of customers' financial requirements, analyzing investors' investment styles, risk appetite, and recommending suitable portfolios or actionables.
• Creating a large options book along with revenue and maximum activation of Business Associate customers through quality advisory.
• Upselling and guiding large customers to diversify their investment portfolios by advising suitable products like Mutual Funds, PMS, IAP, and Insurance, bringing stability and longevity.

Candidate Profile:

• At least 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of a Stock Broking firm.
• Existing Relationship Manager Team Leaders.

Locations: Vadodra, Delhi, Trivendrum, Mumbai, Thane, Navi Mumbai, Ahmedabad, Kolkata, Bengaluru, Chennai, Hyderabad, Pune, Surat, Kochi, Jaipur, Indore