2 San Management Consultancy Jobs
Senior PCG Advisor - Equity Sales (5-20 yrs)
San Management Consultancy
posted 8d ago
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
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