Financial Advisor

Job Title: PCG (Private Client Group) Advisor

Location: Ahmedabad, Gujarat

Certification: NISM VIII

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.

Educational specifications:

1. Minimum Qualification Details Graduation & Above

2. Preferred Qualification Post graduate