Cluster Team Handling – Broking ( Mumbai )

from 3 to 8 year(s) of Experience
₹ 10,00,000 - 12,00,000 P.A.

Job Description

Cluster Team Handling - Broking ( Mumbai )

Kindly Connect - Divya 022 40697703 ,

Assisting the assigned PCG RMs (10-15) and helping them close there IP business (she would get shadow credit for all the 10-15 RMs )

Very good communication, should have sold minimum 2 PMS in the past 1 year.

Max CTC : upto 12 Lacs to 15 lkhs

Interested candidates pl share your updated resume with

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.

Role:Wealth Manager

Salary: 10,00,000 - 12,00,000 P.A.


Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Investment Banking

Employment Type:Full Time, Permanent

Key Skills
Skills highlighted with ‘‘ are preferred keyskills


UG:Any Graduate

Company Profile

Quotient Consultancy

Private wealth a Cluster Team Handling - Broking ( Mumbai )

Advisory firm

Company Info
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Contact Company:Quotient Consultancy