Pcg Equity Advisor

2 weeks ago

Hyderabad Telangana, 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 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

Pay: ₹1,000,000.00 - ₹1,500,000.00 per year

**Benefits**:

- Health insurance

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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