PCG Advisor - Broking Firm (2-5 yrs)

- Focus on increasing the MAPPED client base and turnover and revenue from the Private clients.

- Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios.

- Cross sell of Third Party Products.

- Ensure client profiling is done and accordingly house calls and other information is passed to the mapped clients.

- Client meetings and deepening client relations with the mapped clients.

- Read research report/attend research calls.

- Follow compliance at every stage.

- Develop and maintain long term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business

- To keep abreast with market knowledge and market intelligence