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PCG Advisor Franchisee Servicing @ Institute Of Banking

Home > Operations Management / Process Analysis

 PCG Advisor Franchisee Servicing

Job Description

Job Responsibilities:


  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


Desired Candidate :


  Candidate should have relevant 3 years of experience in capital/Derivative market

  Should have in-depth understanding of micro & macros moreover expertise in stock, sector  and overall market (Global & Domestic)

  Should have excellent understanding of Derivatives, specifically Option strategies

  Must have good communication and should be aggressive and passionate about market

  Should have long term view and hunger for growth


Please feel free to connect me incase of any assistance required.


  • Job Location Malad & Thane

Employement Category:

Employement Type: Full time
Industry: IT Services & Consulting
Role Category: Operations Management / Process Analysis
Functional Area: Not Applicable
Role/Responsibilies: PCG Advisor Franchisee Servicing

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Keyskills:   advisory services marketing pcg advisor

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Institute Of Banking

Institute Of Banking And Finance Skills Academy