Equity Advisor - Delhi, India - My Recruiter

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Verified Company
Delhi, India

2 weeks ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description

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:
S. No. Specification Details


  • Minimum Qualification Graduation & Above
  • Preferred Qualification Post graduate

Job Types:
Full-time, Permanent


Pay:
₹500, ₹1,000,000.00 per year


Schedule:

  • Day shift

Work Location:
In person
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