Advisor - Private Client Group (3-6 Yrs) Mumbai (BFSI Sales)

Position Title: PCG AdvisorExp: 3yrs Location : MumbaiWorking Mode: OnsiteNotice Period: Immediate - 60 daysPrimary Skill: HNI client handling, Exp. on PMS, Mutual Fund, AIF and Insurance Product, Good Communication skillsQualification: Graduation (NISM certificate mandatory)Roles and responsibility :Key Responsibilities :- Client Management: Manage and expand an established book of business, ensuring high levels of customer satisfaction and retention.- Target Achievement: Focus on achieving targets related to trading, order punching, client acquisition, cross-selling, and revenue generation.- Product Knowledge: Demonstrate expertise in PMS, Mutual Funds, AIF, and Insurance products to effectively meet clients needs and enhance their portfolios.- Communication and Engagement: Exhibit strong communication skills to engage and support clients effectively, building trust and ensuring positive outcomes.- Career Consistency: Must be currently employed with no employment gaps to demonstrate a stable career track and current market knowledge.Requirements :- Proven experience in the financial sector with a track record of achieving targets.- Strong understanding and hands-on experience with financial products, including PMS, Mutual Funds, AIF, and Insurance.- Excellent communication and relationship-building skills.- A stable career history, currently employed without gaps. (ref:updazz.com)

Payroll Type : Permanent