3 San Management Consultancy Jobs
Senior PCG Advisor - Equity Sales (5-20 yrs)
San Management Consultancy
posted 10hr ago
Key skills for the job
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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