Financial Advisor

2 days ago


New Delhi, India KG Engineering & Consultancy Full time

Job Title: PCG (Private Client Group) Advisor Location: Ahmedabad, Gujarat Certification: NISM VIIIKey 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: 1. Minimum Qualification Details Graduation & Above 2. Preferred Qualification Post graduate


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