Job Description

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 through call tracking, weekly targets & meetings, con calls.

Educational specifications:

Specification Details 1. Minimum Qualification Graduation & Above 2. Preferred Qualification Post graduate

Job Type: Full-time

Pay: From ?58,000.00 per month

Benefits:

Provident Fund
Schedule:

Monday to Friday
Supplemental Pay:

Performance bonus
Work Location: In person