PCG Advisor

3 weeks ago

HyderabadMumbaiPuneAhmedabad, India iimjobs Full time

Job Title:
PCG Advisor

Key Responsibilities:

  • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
  • Individually handling clients with the book size of 25 lacs & above.
  • Creation of revenue & Activation of clients through effective Advisory.
  • Cross selling of other products like Mutual fund, PMS, Insurance.
  • Handling Queries & complains of client's & solving it within TAT.
  • Acquiring new clients & retaining the old clients by periodic meetings.
  • Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
  • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.

Educational specifications:

  • Minimum Qualification Graduation & Above
  • Preferred Qualification

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