Pcg Adviser

7 months ago

Pune, India Discoveries Quintessential Private Limited Full time

**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.
- Min 1 year experience advisor/dealer - worked on terminal - live market

NISM Certification is must

Job Location - Shivaji Nagar, Pune, Maharashtra

**Job Types**: Full-time, Permanent

**Salary**: ₹800,000.00 - ₹1,200,000.00 per year

Schedule:

- Day shift

**Experience**:

- working on terimal: 1 year (preferred)

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