Jobs

Interviews
Job Alerts
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Interviews

PCG Advisor

Topgear Consultants Private Limited

4 - 9 years

|

0 Lacs

thane navi mumbai mumbai city

Posted:12 hours ago| Platform: Shine logo

Apply

Skills Required

client acquisition tpp investment products mutual funds portfolio management mf investment advisory wealth management pcg hni client handling

Work Mode

On-site

Job Type

Full Time

Job Description

Opening with a leading Financial Services company for their office in Mumbai location

Roles & Responsibilities:

Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs.
Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets.
Create and manage diversified investment portfolios.
Maintain accurate records of client interactions, transactions, and KYC documentation.
Identify and onboard new clients through referrals, networking, and marketing initiatives.
Stay updated on financial products, market developments, and regulatory changes.

Required Skillset:

Qualification: Any Graduate Full Time
Candidate should have experience Client acquisition, PCG, Investment products, TPP, Advisory, etc.

If interested, kindly share your updated CV atpriyal@topgearconsultants.com

More Jobs at Topgear Consultants Private Limited

Recruitment & Client Management

navi mumbai, mumbai city, thane

INR 0 - 0 Lacs

Client Servicing Executive

mumbai city

INR 0 - 0 Lacs

Key Accounts Specialist Inside Sales

mumbai city

INR 0 - 0 Lacs

PCG Advisor

thane, navi mumbai, mumbai city

INR 0 - 0 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Google Play

App Store

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Topgear Consultants Private Limited

RecommendedJobs for You

PCG Advisor

Topgear Consultants Private Limited

thane, navi mumbai, mumbai city

PCG Advisor

Hire Best Recruitment Company

thane, chennai, mumbai (all areas)

PCG Advisor

delhi, delhi, india

PCG Advisor

Hire Best Recruitment Company

thane, chennai, mumbai (all areas)

PCG Advisor

Hire Best Recruitment Company

thane, chennai, mumbai (all areas)

PCG Advisor

Hire Best Recruitment Company

thane, chennai, mumbai (all areas)

PCG Advisor

JM Financial Services Ltd

Kolkata metropolitan area, West Bengal, India

PCG Advisor

Hire Best Recruitment Company

Thane, Chennai, Mumbai (All Areas)

PCG Advisor

2sr Innovations

Hyderabad, Chennai, Bengaluru

PCG Advisor

2sr Innovations

Mumbai, Hyderabad, Bengaluru, Delhi / NCR