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PCG Advisor

2 - 4 years

2 - 5 Lacs

Mumbai

Posted:3 months ago| Platform: Naukri logo

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Skills Required

brokerage generation relationship management customer service HNI Broking wealth management sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities
Develop and deepen relationship with Burgundy RMs mapped to him/her.Ensure daily interaction with the Burgundy RM base to facilitate top on the mind recall for Brokingbusiness.Ensure growth in client referrals, account opening, on-boarding, margin collection, brokerage generationand NDPMS conversions from the RM base assigned.Single point of contact for all sales and service related queries for the assigned Burgundy RM base.Open market acquisition of HNI Broking, NDPMS and TPD clients.
Skills
Excellent communication skills.Pleasing personality.Networking Skills.ExtrovertSelf-contributor

Abilities
Ability to operate independentlyAbility to work as a part of team and contribute towards team goals

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ACME SERVICES PRIVATE LIMITED

Information Technology

Tech City

150 Employees

    Key People

  • John Doe

    Chief Executive Officer

  • Jane Smith

    Chief Technology Officer

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