PCG Advisor

Headcounts Hr; Mumbai; On-site; INR 400,000 - 800,000; Full time

Job summary

Headcounts Hr is seeking a finance advisory professional in Mumbai to provide expert guidance on equity, derivatives, currency and commodity markets. The role focuses on revenue generation, client activation, and proactive portfolio recommendations.

You will cross-sell mutual funds, PMS and insurance, manage client queries, acquire new clients, and build lasting relationships through regular meetings and in-depth financial profiling.

Qualifications

• Advising high-net-worth clients on equity, derivatives, currency and commodity markets.
• Cross-selling of mutual funds, PMS, and insurance products.
• Handling client queries and complaints within designated turn-around time.

Responsibilities

• Creation of revenue and activation of clients through effective advisory.
• Cross selling of other products like Mutual funds, PMS, Insurance.
• Handling Queries & complaints of clients & solving it within TAT.
• Acquiring new clients & retaining old clients by periodic meetings.
• Profiling clients by conducting in-depth review of financial requirements and recommending portfolios.
• Monitoring & enhancing Advisor's advising skills through tracking, targets & meetings.

Skills

Client advisory

Cross-selling

Query resolution

New client acquisition

Client profiling

Performance tracking

Job description

Role & responsibilities

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.

• 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.