Pcg Advisor

7 days ago

Ahmedabad, India Kapil Consultancy,Ahmedabad 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**:
**S. No.**

**Specification**

**Details**

**1.Minimum Qualification - Graduation & Above**

**2.Preferred Qualification - Post graduate**

**Job Type**: Regular / Permanent

**Salary**: ₹9,097.70 - ₹42,022.00 per month

Schedule:

- Day shift

**Speak with the employer**
+91 99090 41273

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