Position: PCG Equity Advisor
- 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 effectiveAdvisory.
- 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 periodicmeetings.
- 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.
How to Apply
To schedule an interview, please send your CV via WhatsApp to HR Avdhut:(phone hidden)