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Pcg Advisor
2 months ago
JOB DESCRIPTION SUMMARY
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: S. No. Specification Details
**Salary**: ₹8,086.00 - ₹2,500,000.00 per month
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Chennai, Tamil Nadu: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- HNI Client: 5 years (preferred)
**Speak with the employer**
+91 7030643087
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