Pcg Advisor-, Derivative Advisor

2 days ago


Delhi Delhi, India Serving Skill 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 through call tracking, weekly targets & meetings, con calls.

**Educational specifications**:
Specification Details 1. Minimum Qualification Graduation & Above 2. Preferred Qualification Post graduate

Pay: From ₹58,000.00 per month

**Benefits**:

- Provident Fund

Schedule:

- Monday to Friday

Supplemental Pay:

- Performance bonus

Work Location: In person


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