PCG advisor - Wealth management

HR Desire

Quick Apply

12 days ago
Over 100 applicants

Exp: 4-14 Years

7 - 20 LPA

Full time

Delhi, Mumbai

Banking

Job Description

We have openings for PCG advisor -Wealth management.

Location: Delhi, Kolkata, Mumbai & Pune
Salary: 7 - 20l
Exp: 4 - 15 years

Details:

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.

To proceed further, kindly share your updated resume on [Confidential Information] or can whatsapp on 7719594751,Thanks

Education

Bachelor Of Technology (B.Tech/B.E), Bachelor of Dental Surgery (B.D.S), Bachelor of Homeopathic Medicine and Surgery (BHMS), Bachelor of Science (B.Sc), Bachelors of Law (B.L/L.L.B), Bachelor in General Studies (BGS), Bachelor of Arts (B.A), Bachelor of Applied Science (BAS), Bachelor of Education (B.Ed), Bachelor of Ayurvedic Medicine and Surgery (BAMS), Bachelor of Business Administration (B.B.A), Bachelor of Interdisciplinary Studies, Bachelor of Commerce (B.Com), Bachelor in Hotel Management (B.H.M), Bachelor of Architecture (B.Arch), Bachelor Of Pharmacy (B.Pharm), Bachelor of Music Education (B.M.E.), Bachelor of Social Work (B.S.W), MBBS, Bachelor of Health Science, Bachelor Of Computer Application (B.C.A), Bachelor of Liberal Arts (BLA/ALB), Bachelor of Music