PCG Advisory

PeopleStrong HR Services Pvt. Ltd.
  • Bangalore
  • 5-12 lakh
  • 2-7 years
  • Views
  • 02 May 2018

  • Sales & Marketing

  • Banking - Retail
Job Description

Position PCG Advisory & Sales. Experience :- Min 2 years(Broking). Location :- Bangalore. Roles and Responsibilites:- 1)Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. 2)Individually handling clients with the book size of 25 lacs & above. 3)Creation of revenue & Activation of clients through effective Advisory. 4)Cross selling of other products like Mutual fund, PMS. 5)Handling Queries & complains of client's & solving it within TAT. 6)Acquiring new clients & retaining the old clients by periodic meetings. 7)Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 8)Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.

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