PCG ADVISOR

Role Overview:
Job Title: PCG Advisor (Private Client Group Advisory)
Location: Pune City , Maharshtra
Experience: 4 - 6 Years
CTC: 8 - 12 LPA
Key Responsibilities:
Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
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.
Educational Specifications:
Preferred Qualification: Post graduate
Minimum Qualification: Grduation & Above
Mandatory Requirements:
Mandatory Experience: Minimum 4 to 6 years of core experience in handling Equity, Derivatives, and Super HNI clients. Candidates from outside wealth management, broking, or advisory backgrounds need not apply
Location Requirement: Must be currently based in Pune or willing to work on-site at FC Road, Pune

Work arrangement
No