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12/09 HR
HR Consultant at Ele1 Consultants

Views:286 Applications:53 Rec. Actions:Recruiter Actions:2

PCG Equity Advisor (2-3 yrs)

Pune/Metros Job Code: 1313194

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.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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