Job Type : Permanent
Number Of Applications : 9
Job Posted On : 02/03/2023
Job Posted On : 02/03/2023
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.
We Start Up Conslutancy with IT and Non It Clients we are handing.
1 year ago
1 year ago
1 year ago
1 year ago
1 year ago