PCG Advisor
Headcounts Hr · Mumbai · onsite · Posted 18d ago
About a minute. You'll make an account on the way through.
About this role
Role & 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.
Sourced from naukri