Pcg Advisor

3 weeks ago

Chennai, India Aspire Technologies Full time

Hiring For PCG Advisor_WF0

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.

**Salary**: ₹500,000.00 - ₹650,000.00 per year

Schedule:

- Day shift

Ability to commute/relocate:

- Chennai, Tamil Nadu: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- Are you NISM Qualified?

**Education**:

- Bachelor's (required)

**Experience**:

- PCG Advisor: 5 years (required)
- Equity Advisor: 3 years (required)
- Mutual Fund: 2 years (required)

**Speak with the employer**
+91 7204990635

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