344 Serving Skill Jobs
6-7 years
Mumbai, Hyderabad / Secunderabad, Pune + 1 more
PCG Advisor - NISM (6-7 yrs)
Serving Skill
posted 1mon ago
Key skills for the job
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:
1. Minimum Qualification Graduation & Above
2. Preferred Qualification
Functional Areas: Other
Read full job description6-7 Yrs
Mumbai, Hyderabad / Secunderabad, Pune +1 more
5-10 Yrs
10-12 Yrs
10-12 Yrs