Pcg Equity Advisor
5 months ago
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
1. Minimum Qualification Graduation & Above
2. Preferred Qualification Post graduate
Pay: ₹1,000,000.00 - ₹1,500,000.00 per year
**Benefits**:
- Health insurance
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
**Experience**:
- total work: 1 year (preferred)
Work Location: In person
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