Financial Advisor
3 weeks ago
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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