PCG Advisor
4 days ago
Role & 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.Preferred candidate profile: :Qualification: Any Graduate Full TimeCandidate should have experience Client acquisition, PCG, Investment products, TPP, Advisory, etc.
