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PCG Advisor

ACME SERVICES PRIVATE LIMITED

3 - 7 years

5 - 9 Lacs

Mumbai

Posted:3 months ago| Platform:

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Skills Required

Equity trading Mutual fund HNI PMS Derivatives Cross selling

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Work from Office

Job Type

Full Time

Job Description

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 & complaints 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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ACME SERVICES PRIVATE LIMITED

www.acmeservices.com

Information Technology

Tech City

150 Employees

841 Jobs

Key People

John Doe

Chief Executive Officer
Jane Smith

Chief Technology Officer
Alice Johnson

Head of Marketing

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