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PCG ELITE

6 - 10 years

12 - 15 Lacs

Ahmedabad

Posted:3 months ago| Platform: Naukri logo

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PCG Wealth Management Mutual Funds BROKING SECURITIES PMS AIF

Work Mode

Work from Office

Job Type

Full Time

Job Description

Hiring Role & responsibilities - : Build and maintain strong relationships with high-net-worth clients, understanding their investment needs and financial objectives. Provide expert advice on securities, investment products, and wealth management strategies. Develop customized financial plans and portfolio strategies based on client goals and risk tolerance. Identify opportunities for cross-selling and upselling additional financial products and services. Ensure timely resolution of client inquiries and deliver exceptional customer service. Collaborate with internal teams to offer comprehensive financial solutions. Conduct regular client meetings and portfolio performance reviews. Stay informed about market trends, investment products, and regulatory changes. Maintain accurate documentation and ensure adherence to compliance and risk policies. . Preferred candidate profile Qualifications: Bachelors degree in finance, economics, business administration, or a related field. Proven experience in investment advisory, securities, or wealth management. Strong understanding of securities, investment products, and financial planning. Excellent communication, negotiation, and interpersonal skills. Goal-oriented with a track record of achieving sales and client acquisition targets. Experience should be minimum 6 years and above Perks and benefits - salary package as per the candidate current ctc contact-qcnaukri4@gmail.com 02240697709

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Quotient Consultancy
www.quotientconsultancy.com

Consulting

New York

50 Employees

98 Jobs

    Key People

  • Jane Doe

    CEO

  • John Smith

    Chief Financial Officer

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