Financial Consultant

JOB DESCRIPTION

SUMMARY

Job Title : PCG Advisor

Experience : Minimum 4 years

Location : Ahmedabad, Hyderabad, Bangalore, Mumbai, Surat

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 :

1. Minimum Qualification Details Graduation & Above

2. Preferred Qualification Post graduate

3.Certification : NISM VIII