Role & 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 recent 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.
📌 Pcg Wealth Advisor Mumbai (India)
🏢 Credicus Business Services
📍 India
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