PCG Equity Advisor Large Financial Services

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 clients & solving it within TAT.

Acquiring new clients & retaining the old clients by periodic meetings.

Profiling clients by conducting in depth review of clients financial requirements analysing information & recommending portfolios.

Monitoring & enhancing Advisors Advising skills through call tracking weekly targets & meetings con calls.

Specification Details

1. Minimum Qualification Graduation & Above

2. Preferred Qualification Post graduate

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