Pcg Advisor

2 weeks ago

Ahmedabad Gujarat, India Serving Skill Full time

Advising Ultra HNI clients on equity, derivatives, currency & commodity markets. Managing large customers with book size of 25lacs & above.
- Building strong rapport with Business associate to bring business scalability and quality servicing. Moreover, focusing on customer & BA longevity with by focusing more on research & deep knowledge based advise
- Helping BA to scale existing base & revenue through quality service & Showcasing future opportunity
- Will be responsible to meet large customers and BA on regular basis
- Will be responsible for executing - profiling of mapped large customers & BA by conducting in depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable
- Creating large option book along with revenue & maximum activation of BA customers though quality advisory
- Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity

**Salary**: ₹80,000.00 - ₹120,000.00 per month

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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