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344 Serving Skill Jobs

PCG Equity Advisor (5-10 yrs)

5-10 years

Mumbai, Hyderabad / Secunderabad, Navi Mumbai

PCG Equity Advisor (5-10 yrs)

Serving Skill

posted 1mon ago

Job Role Insights

Job Description

- 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: Accounting/Finance

Read full job description

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