RM - PCG - Only Stock Broking Industry

2 - 6 years

50.0 - 55.0 Lacs P.A.

Chennai, Mumbai, Hyderabad

Posted:3 months ago| Platform: Naukri logo

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Skills Required

Wealth managementRelationship managementMutual fundHNIPCGPortfolio management

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. 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. Locations:- Mumbai, Hyderabad, Chennai, Bangalore, Kolkata, Pune, Ahmedabad, Delhi, chandigarh, Nagpur,

Recruitment/Staffing
Los Angeles

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