PCG Dealer

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.

Kindly reply with an updated CV on [email removed] if you are interested in the mentioned Job Role. you can also call on [phone removed].