PCG Wealth Advisor

Credicus Business Services; Mumbai; On-site; INR 700,000 - 1,100,000; Full time

Job summary

Credicus Business Services in Mumbai is seeking a Senior Advisor to guide Super HNI clients in equity, derivatives, currency and commodity markets, tailoring portfolios to their wealth goals. You will manage a high-value client book and drive revenue through advisory services.

The role also involves cross-selling mutual funds, PMS and insurance, addressing client queries within agreed timelines, and proactive client engagement through regular meetings to preserve relationships.

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.

Job description

Role & 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.