Job Description
Role: Sr. PCG Advisor
Experience: 3 - 12 Years
Job Description:
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 at priyal@topgearconsultants.com
Experience: 3 - 12 Years
Job Description:
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 at priyal@topgearconsultants.com
💡 Quick Summary
Seeking a career-building opportunity? The PCG Advisor position is now open for candidates interested in the Legal Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Legal Jobs is a plus.
