Advisor PCG- Private Client Group

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 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 information recommending portfolios.
Monitoring enhancing Advisors Advising skills through call tracking, weekly targets meetings, con calls

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