Equity Advisor

4 weeks ago

New Delhi, India Cloudare Technologies Pvt. Ltd. Full time

**Role**:PCG Advisor

**Experience**: 3+years

**Location**:New Delhi

**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.

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹600,000.00 - ₹1,500,000.00 per year

Schedule:

- Day shift

Application Question(s):

- What is your current location?
- What is your current CTC?

**Experience**:

- total work: 3 years (preferred)
- Equity Advisor: 2 years (preferred)

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