Pcg Equity Advisor

1 day ago


Hyderabad Telangana, India Quest on the Frontier 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.

Educational specifications:
1. Minimum Qualification**:Graduation & Above**

2. Preferred Qualification Post graduate

Pay: ₹1,300,000.00 - ₹1,500,000.00 per year

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

**Education**:

- Bachelor's (required)

**Experience**:

- HNI equity advisory: 5 years (required)

Work Location: In person


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