Pcg Advsior
4 months ago
Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
Individually handling clients.
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.
Schedule:
- Day shift
- Monday to Friday
**Experience**:
- Wealth management: 8 years (required)
- Banking: 8 years (required)
- Relationship management: 8 years (required)
Work Location: In person
