Job Description

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