Advisor - Sales - Private Client Group (7-12 Yrs) Kolkata/Delhi NCR/Delhi/Mumbai/Bangalore/Hyderabad/Chennai/Pune/Telangana/Ahmedabad/Vadodara/Baroda/ (BFSI Sales)

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)

Payroll Type : Permanent