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10/05 Janvi Soni
Recruitment Consultant at DSP Eminence Consulting Services

Views:14 Applications:5 Rec. Actions:Recruiter Actions:0

PCG Advisor/Dealer - Sales - Bank (3-10 yrs)

Ahmedabad/Bangalore/Delhi/Delhi NCR/Hyderabad/Kolkata/Mumbai/Navi Mumbai Job Code: 212516

- Handling the PCG/HNI/UHNI clients.

- Managing their portfolio, giving information regarding

- Keep abreast of the market news, financial trends and current affairs

- To attend post result concalls, analyst meets for improved client servicing current market trends to existing customer as well as new customer. Also working with other financial products.

- To ensure active management of clients & achieve the target active AUM

- To conduct regular Client Meetings & update the same in the meeting tracker

- To attain maximum reach of investment ideas/stock calls initiated, understanding of Annual reports

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