Equity Advisor | PCG

3 days ago


india Waytogo Consultants Full time

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.


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