We are looking for a PCG Advisor in Indias Leading Financial Services Company.
Job Roles and 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 clients & solving it within TAT.
• Acquiring new clients & retaining the old clients by periodic meetings.
• Profiling clients by conducting in depth review of clients financial requirements analysing information & recommending portfolios.
• Monitoring & enhancing Advisors Advising skills through call tracking weekly targets & meetings con calls.
Desired Candidates Profile:
• Qualification: Graduation in any stream
• Experience: Minimum 3 to 5 Years in Sales and Marketing in the Finance or Investment broking domain. And 1 year in Equity Advisor.
•... Excellent Communication and Interpersonal Skills
• Good Knowledge about the Investment and Share Market Knowledge
• Ability to work independently and as part of a team
For more information Kindly Contact Us:
Shraddha P HR Team
Phone/WhatsApp:
Sales,Marketing,Financial Services,Client Relationship,Demat,Currency,Insurance,Investment,Broking,Business Development,Field Sales,Mutual funds,Advisor
Brazil