Pcg Advisor

4 months ago

Kolkata West Bengal, India people power india Full time

We are seeking an experienced Senior Wealth Advisor to provide expert financial guidance to Super High Net-Worth Individuals (HNI). In this role, you will manage and grow a portfolio of clients with investments of ₹25 lakhs and above, offering tailored advice on equity, derivatives, currency, and commodity markets.

**Key Responsibilities**:

- Client Advisory: Offer strategic advice on equity, derivatives, currency, and commodity markets to Super HNI clients.
- Portfolio Management: Handle and grow client accounts with a book size of ₹25 lakhs and above, creating revenue opportunities through effective advisory.
- Client Activation: Drive client engagement and activation through targeted advisory services.
- Cross-Selling: Promote and sell additional financial products, including mutual funds, portfolio management services (PMS), and insurance.
- Customer Support: Address and resolve client queries and complaints within defined turnaround times (TAT).
- Client Acquisition & Retention: Acquire new clients and maintain relationships with existing clients through regular meetings and personalized service.
- Client Profiling: Conduct in-depth financial reviews, analyze client information, and recommend tailored investment portfolios.
- Advisor Development: Enhance the advising skills of the team through call tracking, setting weekly targets, and conducting regular meetings and conference calls.

**Qualifications**:

- Proven experience in financial advisory with a focus on high-net-worth individuals.
- Strong understanding of equity, derivatives, currency, and commodity markets.
- Excellent client management and relationship-building skills.
- Ability to cross-sell financial products and services effectively.
- Proficiency in handling client queries and complaints efficiently.
- Strong analytical skills for client profiling and portfolio recommendations.

**Education**:

- Master's (preferred)

**Experience**:

- Financial products: 3 years (required)
- Mutual funds: 3 years (required)
- Stock: 3 years (required)

Work Location: In person

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