Pcg Advisor and Relationship Manager (Sales) And Advisory.

As a PCG Advisor and Relationship Manager (Sales) and Advisory at Anand Rathi, your role will involve managing client relationships, providing high-quality investment advice, and driving sales growth. You will be responsible for analyzing client portfolios, offering tailored investment solutions, conducting financial planning, ensuring customer satisfaction, and meeting sales targets. Collaboration with internal teams is essential to leverage research and improve client outcomes. **Key Responsibilities:** - Manage client relationships and provide investment advice - Analyze client portfolios and offer tailored solutions - Conduct financial planning and ensure customer satisfaction - Drive sales growth and meet sales targets - Collaborate with internal teams to improve client outcomes **Qualifications:** - Experience in financial planning, investment advisory, and portfolio management - Strong sales and relationship management skills with a focus on high-net-worth clients - Excellent communication and interpersonal skills - Ability to analyze financial data and market trends - Skills in compliance and regulatory adherence - Relevant certifications such as CFP or CFA are beneficial - Bachelor's degree in Finance, Business, Economics, or a related field,