Advisor Sales Private Client Group (7 12 Yrs) Kolkata/delhi Ncr/delhi/mumbai/bangalore/hyderabad/chennai/pune/telangana/ahmedabad/vadodara/baroda/ (bfsi Sales)
Job Description
Responsibilities :- The main responsibility of this role is to acquire and service UHNI /HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.- Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds).- Could be given existing book to manage - should apply deep market understanding & Advance strategies to increase book size & revenue.- Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity - Understanding of clients\' profile and suggest Portfolio/Asset Allocation.- To improve and maintain the client activity ratio by activating clients across the segments- Ability to coordinate with Third Party Product Manufacturers, and all the stake holders. (ref:updazz.com)
updazz .com
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Job Detail
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Job IdJD3330335
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationIndia, India
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EducationNot mentioned
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ExperienceYear