Pcg Advisor
2 months ago
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 & complaints 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, analyzing information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
**Job Types**: Full-time, Regular / Permanent
**Salary**: ₹350,000.00 - ₹500,000.00 per year
**Benefits**:
- Health insurance
- Life insurance
- Provident Fund
Schedule:
- Day shift
- Monday to Friday
Supplemental pay types:
- Performance bonus
- Quarterly bonus
- Yearly bonus
Ability to commute/relocate:
- Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 1 year (preferred)
**Speak with the employer**
+91 8104129384
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