Equity Advisor - New Delhi, India - Cloudare Technologies Pvt. Ltd.

Cloudare Technologies Pvt. Ltd.

Verified Company

New Delhi, India

2 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Role:
PCG Advisor

Experience:
3+years

Location:
New Delhi

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.