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2 San Management Consultancy Jobs

Senior PCG Advisor - Equity Sales (5-20 yrs)

5-20 years

Senior PCG Advisor - Equity Sales (5-20 yrs)

San Management Consultancy

posted 8d ago

Job Role Insights

Flexible timing

Key skills for the job

Job Description

We have some excellent opportunity for PCG Advisor with one of our leading clients at Delhi in salary range upto 25 lakhs

- 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.


Functional Areas: Other

Read full job description

What people at San Management Consultancy are saying

What San Management Consultancy employees are saying about work life

based on 1 employee
100%
100%
100%
Flexible timing
Monday to Saturday
No travel
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San Management Consultancy Benefits

Soft Skill Training
Team Outings
Job Training
Free Transport
Child care
Gymnasium +6 more
View more benefits

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