Hiring for PCG Advisor for financial Services Company Location- Delhi Exp-5 Years Roles & 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. (ref:updazz.com)
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