PCG Equity Advisor

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.

Experience- Minimum 6 years in specific domain

Qualification- - Graduation is mandatory . NISM 8 preferred

Location - Kolkata

Salary - 10 lac - 25 lac pa.