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16/11 Dhruv Patil
Co Founder at Big Bang HR Advisors

Views:1 Applications:2 Rec. Actions:Recruiter Actions:0

PCG Advisor - Financial Services (1-5 yrs)

Ahmedabad/Gujarat Job Code: 243627

PCG Advisor


Job Title: PCG Advisor 


Key Responsibilities: 


- 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. 


Eligibility: 


1. Any Graduate/Post Graduate 


2. NISM 8 (Equity Derivative) Certification 


3. 1 to 5 years in broking business.


4. Equity broking knowledge is a pre-requisite for this profile 


5. Knowledge of trading applications 


6. Knowledge of broking, operations knowledge, risk profiling of client along with technical and fundamental understanding

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