VP / AVP / Manager, PCG Advisory

QuickTurtle; Mumbai, Bengaluru, Kolkata District; On-site; INR 9,00,000 - 12,00,000; Full time

Job summary

A leading financial services firm in Mumbai seeks a professional to manage UHNI and HNI clients in the Private Client Group. The role involves advising clients on equity, derivatives, and commodities, as well as cross-selling financial products like mutual funds and portfolio management services. The ideal candidate will have strong financial knowledge and client management skills to enhance revenue and service quality.

Qualifications

• Proven experience in managing UHNI/HNI client portfolios.
• Strong understanding of equity, derivatives, and commodity markets.
• Excellent client handling and relationship management skills.

Responsibilities

• Acquire and manage UHNI/HNI clients for the Private Client Group.
• Advise clients on various financial markets and generate revenue.
• Cross sell financial products and handle client queries.

Skills

Portfolio management

Financial advisory

Client relationship management

Market analysis

Job description

1. Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.
2. Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.
3. Cross sell Third Party Products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance.
4. Handle queries & complaints from clients and solve them within TAT.
5. Apply deep market understanding & advanced strategies to increase book size & revenue.
6. Profile clients by conducting in‑depth review of their financial requirements, analysing information & recommending portfolios.
7. Monitor & enhance Advisor's advising skills through call tracking, weekly targets & meetings, con calls.
8. Coordinate with third‑party product manufacturers and all stakeholders.
9. Ensure the highest level of service to customers in terms of advisory and operational issues, and provide timely solutions to differentiate this segment.