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PCG Advisor Equity

  • VYSE
  • Job Type : Permanent

  • room India /Chennai, Tamil Nadu

Number Of Applications : 9

Job Posted On : 02/03/2023

Job Posted On : 02/03/2023

  • Onsite

    Yes

  • Remote Work

    No

  • Experience Required

    3 - 5 yrs

  • Start Date

    Mar 1, 2023

  • Number of Positions:

    5

  • Visa Sponsorship

    No

  • Spoken Languages

    English,Tamil

  • Job Post Currency

    Annual

    ₹600,000 - ₹800,000

REQUIRED SKILLS

Advising Super HNI clients on
Derivatives
currency & commodity Markets.
• Individually handling client
• Creation of revenue & Activa
• Cross selling of other produ
PMS
Insurance.
• Handling Queries & complains
• Acquiring new clients & reta
• Profiling clients by conduct
analysing
information & recommending por
• Monitoring & enhancing Advis
weekly targets &
meetings
con call
PERMANENT
Annual Salary: ₹600,000 - ₹800,000

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

Sectors

  • Banking
  • Insurance
  • Sales & Marketing

Shifts

  • General Shift
About Company

We Start Up Conslutancy with IT and Non It Clients we are handing.

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2023-03-02
2023-04-01T18:30
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