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HR Consultant at Ele1 Consultants
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PCG Equity Advisor (2-3 yrs)
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.
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