Pcg Advisor

2 weeks ago

Chennai, India Unacademy Full time

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.

**Salary**: ₹800,000.00 per year

Schedule:

- Day shift

Ability to commute/relocate:

- Chennai, Tamil Nadu: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

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