Cluster Head Affluent

Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodit. Managing large customers with book size of 25lacs & above. Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise Helping Business Associate (Franchisee, IFA)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 & m...

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