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Pcg Relationship Manager

Pcg Relationship Manager

Topgear Consultants

6 - 11 years

|

6 - 14 Lacs

mumbai thane mumbai (all areas)

Posted:4 hours ago| Platform:

Apply

Skills Required

hni portfolio management wealth management mutual funds client acquisition third party products private client group hni acquisition hni client handling private client pcg tpp pms mf investment advisory investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

This Opportunity is with a leading Financial Services company for their office in Mumbai location

Role: Sr. PCG Advisor

Experience: 3 - 12 Years

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.

Interested Candidates can share their CV's at

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