Financial Advisor

3 weeks ago


Kolkata, India PEOPLE POWER INDIA Full time

Urgently needed a Financial Advisor (PCG)

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, analyzing information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.

Pay: ₹60,000.00 - ₹80,000.00 per month

Schedule:

- Day shift

Ability to commute/relocate:

- Kolkata, West Bengal: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 5 years (preferred)


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