PCG Equity Advisor
PCG Equity Advisor
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Job Description
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
Employment Type
Full Time
