PCG Advisory

JOB DESCRIPTION SUMMARY
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.
Educational specifications:
S. No. Specification Details
1. Minimum Qualification Graduation & Above
2. Preferred Qualification Post graduate