PCG Advisor Large Financial Services
Riverforest Connections Private Limited
Location
Mumbai | India
Job description
- Advising Ultra HNI clients on equity derivatives currency & commodity markets. Managing large customers with book size of 25lacs & above.
- Building strong rapport with Business associate to bring business scalability and quality servicing. Moreover focusing on customer & BA longevity with MOFSL by focusing more on research & deep knowledge based advise
- Helping BA to scale existing base & revenue through quality service & Showcasing future opportunity
- Will 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 BA on regular basis
- Will be responsible for executing profiling of mapped large customers & BA 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 BA 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 hence bring stability and longevity
\"PCG\",\"Advisor\",\"Trading\",\"Advisory\",\"Punching Orders\"
Job tags
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