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Priti Goyal

Founder at Serving Skill

Last Login: 21 May 2024

Job Views:  
198
Applications:  34
Recruiter Actions:  11

Job Code

1411590

PCG Equity Advisor

5 - 10 Years.Hyderabad/Mumbai/Navi Mumbai
Posted 4 days ago
Posted 4 days ago

- 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.

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Posted By

user_img

Priti Goyal

Founder at Serving Skill

Last Login: 21 May 2024

Job Views:  
198
Applications:  34
Recruiter Actions:  11

Job Code

1411590

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