Co Founder at Big Bang HR Advisors
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PCG Advisor - Financial Services (1-5 yrs)
PCG Advisor
Job Title: PCG Advisor
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.
Eligibility:
1. Any Graduate/Post Graduate
2. NISM 8 (Equity Derivative) Certification
3. 1 to 5 years in broking business.
4. Equity broking knowledge is a pre-requisite for this profile
5. Knowledge of trading applications
6. Knowledge of broking, operations knowledge, risk profiling of client along with technical and fundamental understanding
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