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Wealth Management Advisor Job Opening In Odhav – Now Hiring KG Engineering & Consultancy


Job description

JOB DESCRIPTION

SUMMARY

Job Title: PCG Advisor

Experience: Minimum 4 years

Location: Ahmedabad, Hyderabad, Bangalore, Mumbai, Surat

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 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.

Educational specifications:

1.

Minimum Qualification Details Graduation & Above

2.

Preferred Qualification Post graduate

3.Certification : NISM VIII

Required Skill Profession

Financial Specialists


  • Job Details

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Unlock Your Wealth Management Potential: Insight & Career Growth Guide


Real-time Wealth Management Jobs Trends (Graphical Representation)

Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph here. Uncover the dynamic job market trends for Wealth Management in Odhav, India, highlighting market share and opportunities for professionals in Wealth Management roles.

40390 Jobs in India
40390
61 Jobs in Odhav
61
Download Wealth Management Jobs Trends in Odhav and India

Are You Looking for Wealth Management Advisor Job?

Great news! is currently hiring and seeking a Wealth Management Advisor to join their team. Feel free to download the job details.

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The Work Culture

An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at KG Engineering & Consultancy adheres to the cultural norms as outlined by Expertini.

The fundamental ethical values are:

1. Independence

2. Loyalty

3. Impartiapty

4. Integrity

5. Accountabipty

6. Respect for human rights

7. Obeying India laws and regulations

What Is the Average Salary Range for Wealth Management Advisor Positions?

The average salary range for a varies, but the pay scale is rated "Standard" in Odhav. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

What Are the Key Qualifications for Wealth Management Advisor?

Key qualifications for Wealth Management Advisor typically include Financial Specialists and a list of qualifications and expertise as mentioned in the job specification. The generic skills are mostly outlined by the . Be sure to check the specific job listing for detailed requirements and qualifications.

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Interview Tips for Wealth Management Advisor Job Success

KG Engineering & Consultancy interview tips for Wealth Management Advisor

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Other Openings

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To prepare for your Wealth Management Advisor interview at KG Engineering & Consultancy, research the company, understand the job requirements, and practice common interview questions.

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