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 firstname.lastname@example.org
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.
Salary: 10,00,000 - 12,00,000 P.A.
Role Category:Investment Banking
Employment Type:Full Time, Permanent
Leading and oldest Private wealth advisory firm
Contact Company:Quotient Consultancy