Equity or PCG Advisor

1.00 to 4.00 Years Ahmedabad 28 Mar, 2023

Job Location	Ahmedabad
Education	Not Mentioned
Salary	Rs 5 - 6 Lakh/Yr
Industry	Banking / Financial Services
Functional Area	Equity ResearchSecurities Trading
EmploymentType	Full-time

Job Description

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 clients & solving it within TAT.
Acquiring new clients & retaining the old clients by periodic meetings.
Profiling clients by conducting in depth review of clients financial requirements, analysing

Monitoring & enhancing Advisors Advising skills through call tracking, weekly targets &

Keyskills :
equity advisorybolt operatingterminal operationsterminal operatorequity advisormutual fund advisor salesbolt operatorbroking advisorshare market advisor

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Equity or PCG Advisor

Job Description

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