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PCG Advisor

PCG Advisor

ConfidentialThane, Mumbai
22 days ago
Job description

Job Responsibilities :

  • Generate brokerage revenue by advising HNI clients on their Equity and Derivative portfolios
  • Acquire new clients for broking and investment products such as PMS, Mutual Funds, and Fixed Income
  • Conduct daily meetings with existing and prospective clients to provide advisory and portfolio management services
  • Monitor market trends and provide actionable investment insights to clients
  • Maintain accurate records of client interactions, trades, and portfolio updates

Required Qualifications :

  • Postgraduate degree (preferable in Finance, Commerce, or related field)
  • Minimum 3 years of experience in sales or wealth management
  • Hands-on experience with PMS, Mutual Funds, AIF, Insurance products, trading, and order punching

    • Skills Required

    Pms, Aif, Client Acquisition

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    Pcg Advisor • Thane, Mumbai

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