PCG Dealer - HNI/UHNI - BFS

Department - PCG Elite

Location- Mumbai (BKC)

Key Deliverables

- To ensure active management of HNI clients & achieve the target active AUM

- To be responsible for identifying customer needs, assessing their risk appetite and providing them with investment options

- To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio

- To achieve healthy revenues without compromising on clients profitability

- To have a clear focus on client mining

- To conduct regular Client Meetings & update the same in the meeting tracker

- To attain maximum reach of investment ideas/stock calls initiated, understanding of Annual reports

- To assist in new client acquisition, building new relationships and increasing depth in existing relationships

- Keep abreast of the market news, financial trends and current affairs

- To attend post result con calls, analyst meets for improved client servicing

- Cross-Sell Third-party investment products like Mutual Funds, Bonds, PMS & Structured products along with the bouquet of asset products

Job Requirements

Qualifications & Experience

- Full-time post-graduation course in Finance

- Minimum of 7-10 years of work experience with 2 3 yrs exp in managing Ultra HNI clients.

- Experience of Dealing and Punching client orders in the system is MANDATORY

Functional Competencies

- Strong understanding of the equity business.

- Prior experience with HNI and Corporate clients is mandatory.

- Proficiency in economics, accounting, financial statements and/or statistics

- Understanding of financial risk management strategies

- Knowledge of Capital Markets and Third-party investment products like Mutual Funds, Bonds, PMS, Structured products + Asset products such as working capital loans, term loans, LAP, AL, HL, LAS and so on.

Behavioural Competencies

- Very strong communication & presentation skills.

- Must have good existing HNI / Ultra HNI client relationships in the market.

- Must be a self-starter, proactive passionate & target oriented.

- Must possess strong networking & relationship building skills