Join a dynamic team as a PCG Advisor, where you will play a pivotal role in advising Super HNI clients on a range of financial products, including equity, derivatives, currency, and commodity markets. You will manage a client book and focus on delivering exceptional advisory services that drive revenue and client activation.
Location: Delhi
Your Future Employer: Join a reputable organization that specializes in wealth management and offers a diverse range of financial products. Here, you will be part of a supportive team dedicated to your professional growth.
Key Responsibilities:
- Provide tailored advice to Super HNI clients on equity, derivatives, and other financial markets.
- Generate revenue and activate clients through strategic advisory.
- Cross-sell additional products, including mutual funds, PMS, and insurance.
- Acquire new clients and maintain relationships with existing clients through regular meetings..
- Enhance advisory skills through call tracking, target setting, and regular meetings.
Requirements :
- Bachelor’s degree in finance, business, economics, or a related field.
- Proven track record of managing client portfolios and providing financial advice
- Strong analytical and quantitative skills for portfolio management and financial analysis.
- Commitment to providing high levels of client service and support.
What's in it for You:
- Opportunity to work with Super HNI clients and manage significant portfolios.
- A chance to enhance your skills in wealth management and financial advisory.
Reach Us: If you feel this opportunity aligns with your career progression plans, please send your updated profile to piyush.mittra@crescendogroup.in
Disclaimer: Crescendo Global specializes in senior to C-level niche recruitment. We are committed to empowering job seekers and employers with an engaging job search and leadership hiring experience. We do not discriminate based on race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Note: We receive a high volume of applications daily, so it may be challenging to respond to every candidate. If you do not hear back within one week, please assume that your profile has not been shortlisted. We appreciate your patience.
Profile Keywords: Crescendo Global, Terminal Operations, Wealth Management, Wealth Products, PMS, Insurance, Mutual Fund, Equity, Derivatives, Commodity Market, Trading, Broking.