Equity Advisor

11 hours ago

Delhi Delhi, India Winsmart Jobs 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.

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

Pay: ₹500,000.00 - ₹2,000,000.00 per year

**Benefits**:

- Health insurance
- Paid sick time
- Paid time off
- Provident Fund

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus
- Yearly bonus

**Education**:

- Bachelor's (required)

**Experience**:

- Equity Advisory: 5 years (required)

License/Certification:

- NISM 8 (required)

Work Location: In person

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