Pcg Equity Advisor

2 days ago

Mumbai, India PloPdo LLP Full time

**Job Title: PCG Advisor**

**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**: ₹40,000.00 - ₹65,000.00 per month

Schedule:

- Day shift
- Monday to Friday

Ability to commute/relocate:

- Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (preferred)

**Experience**:

- Portfolio management: 2 years (preferred)

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