Equity Advisor

1 week ago

Mumbai, India Zeal Hind Groups Full time

JOB DESCRIPTION SUMMARY

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

3. NISM Certification

*

**Salary**: ₹4.00 - ₹6.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

Ability to commute/relocate:

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

**Experience**:

- total work (preferred)

**Speak with the employer**
+91 9089228166

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