PCG Advisor / HNI Advisor

2.0 - 7.0 years

5.0 - 15.0 Lacs P.A.

Kolkata, Vijayawada, Hyderabad, Pune, Ahmedabad, Surat, Delhi / NCR, Vadodara, Mumbai (All Areas)

Posted:1 week ago| Platform: Naukri logo

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Skills Required

Equityrevenue generationHNINRIClient AcquisitionThird Party Productsshare tradingbrokageDerivativesCross sellingHNI Acquisitionequity advisorbrokingNISMWealth Managementinvestment advisorPCG advisorPMSportfolio managementInvestment AdvisoryAif

Work Mode

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. Required Candidate profile Cross selling of other products like Mutualfund,PMS,Insurance.Monitoring &enhancing Advisor'sAdvising skills through call tracking.Acquiring new clients &retaining the oldclients by periodic meetings.

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