Financial Advisor(Pcg) - Kolkata, India - People Power India

People Power India

Verified Company

Kolkata, India

3 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.

Individually handling clients.
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.

Schedule:

Day shift

Ability to commute/relocate:

Kolkata,

West Bengal:
Reliably commute or planning to relocate before starting work (required)

Experience:

- total work: 5 years (preferred)

Salary:
₹60, ₹80,000.00 per month

Schedule: