Financial Advisor(pcg)
Job 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. Job Type: Full-time Schedule:
- Day shift
- Kolkata, West Bengal: Reliably commute or planning to relocate before starting work (Required)
- total work: 5 years (Preferred)
- Day shift
- Kolkata, West Bengal: Reliably commute or planning to relocate before starting work (Required)
- total work: 5 years (Preferred)
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Job Detail
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Job IdJD3056102
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationKolkata, West Bengal, India
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EducationNot mentioned
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ExperienceYear