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Job openings for pcg advisor in chennai

PCG Advisor (Equity)


• 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.

Experience 5 - 8 Years
Salary 4 Lac To 8 Lac P.A.
Industry Sales & Marketing / Business Development / Telecaller
Qualification Other Bachelor Degree
Key Skills Equity Advisor Investment Advisor Finance Advisor walk in

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