Investment Advisor( Advisory + Sales) -Leading Financial advisory firm

Hiring for Leading and oldest Private wealth advisory firm

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

Job Description

Leading Financial advisory firm is looking for Investment / Wealth Advisor.

Max CTC : upto 12 Lacs

Interested candidates pl share your updated resume with Deepa on

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

Leading and oldest Private wealth advisory firm

Company Info
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Contact Company:Quotient Consultancy