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

Views:148 Applications:11 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

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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