Pcg Advisor

2 days ago

Kolkata West Bengal, 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**

**Job Types**: Full-time, Permanent

**Salary**: ₹100,000.00 - ₹140,000.00 per month

Schedule:

- Day shift
- Monday to Friday
- Rotational shift

Supplemental pay types:

- Performance bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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