Position PCG Advisory & Sales
* 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.