PCG Equity Advisor

Key Responsibilities

- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.

- Individually handling clients with a book size of 25 lacs & above.

- Creation of revenue and activation of clients through effective Advisory.

- Cross-selling of other products like Mutual funds, PMS, and Insurance.

- Handling Queries & complaints of clients & solving them within TAT.

- Acquiring new clients & retaining old clients by periodic meetings.

- Profiling clients by conducting in-depth reviews of client's financial requirements, analyzing information & recommending portfolios.

- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, and conference calls.