Equity Advisor/ Pcg Advisor

4 days ago

Bengaluru, India Carveout Tech Full time

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.
- Qualification - Graduation / Post Graduation

**Salary**: ₹50,000.00 - ₹65,000.00 per month

**Benefits**:

- Flexible schedule
- Provident Fund

Schedule:

- Morning shift

Supplemental pay types:

- Quarterly bonus

**Experience**:

- Equity advisor: 3 years (required)

**Speak with the employer**
+91 9740706061

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