Pcg Advisor - Mumbai, India - Acme Services
Description
Advising Super High Net Worth Individuals on Equity, Derivatives, currency & commodity Markets. Handling clients with a book size of 25 lacs & above.
- Revenue generation & Engagement of clients through effective Advisory
- Offering additional products such as Mutual funds, PMS, Insurance. Addressing client queries & resolving issues promptly
- Attracting new clients & maintaining existing relationships through regular meetings
- Understanding clients' financial needs by conducting thorough reviews, analyzing data & suggesting portfolios
- Monitoring & improving Advisor's Advisory skills through call monitoring, weekly objectives & meetings, conferences
Job Types: Full-time, Regular / Permanent
Salary: ₹350, ₹500,000.00 per year
Benefits:
- Health insurance
- Life insurance
- Provident Fund
Schedule:
- Day shift
- Monday to Friday
Supplemental pay types:
- Performance bonus
- Quarterly bonus
- Yearly bonus
Ability to commute/relocate:
- Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)
Experience:
- total work: 1 year (preferred)
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