PCG ADVISOR

Role Overview:Job Title: PCG Advisor (Private Client Group Advisory)Location: Pune City , MaharshtraExperience: 4 - 6 YearsCTC: 8 - 12 LPAKey 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 graduateMinimum Qualification: Grduation & AboveMandatory 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 applyLocation Requirement: Must be currently based in Pune or willing to work on-site at FC Road, Pune