Pcg Advisor

3 weeks ago


Ahmedabad, India Acme Services Full time

more than 3 years Broking experiance mendatory

Key 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.

**Salary**: ₹400,000.00 - ₹1,000,000.00 per year

**Benefits**:

- Cell phone reimbursement
- Flexible schedule
- Health insurance
- Internet reimbursement
- Life insurance
- Provident Fund

Schedule:

- Day shift
- Morning shift

Supplemental pay types:

- Commission pay
- Joining bonus
- Overtime pay
- Performance bonus
- Quarterly bonus
- Yearly bonus

**Experience**:

- Broking: 1 year (required)

**Speak with the employer**

+91-XXXXXXXXXX


  • Mutual Fund Sales

    1 week ago


    Ahmedabad, Gujarat, India Serving Skill Full time

    Ø Advisor - PCG - HNI - This is an B2C Channel - Looking for Advisor - Current salary has to be above 11 lacs and this is Individual Role - He/she should have a book size of their own - Target - Trading, Client Acquisition and revenue generation. - HNI Sales - This is an B2C Channel - Looking for Wealth RM’S - Individual Role with minimum CTC of 10 LPA -...

  • Pcg Advisor

    2 months ago


    Ahmedabad, Gujarat, India Serving Skill Full time

    Advising Ultra HNI clients on equity, derivatives, currency & commodity markets. Managing large customers with book size of 25lacs & above. - Building strong rapport with Business associate to bring business scalability and quality servicing. Moreover, focusing on customer & BA longevity with by focusing more on research & deep knowledge based advise -...


  • Ahmedabad, Gujarat, India Serving Skill Full time

    JOB Description: - Advising HNI/Ultra HNI clients on currency & commodity products. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. Desired Skill Set: - Any Graduate with minimum experience of around 2-5 years into stock broking industries. - individuals who...