Advisor - Pcg Desk

1 week ago

Mumbai Maharashtra, India A2tech Full time

**Require**_**Advisor PCG Desk**_ **for Phillip Capital PCG Desk in Andheri**
- **Location**_: Chakala, Andheri East_

**Position**: _Advisor PCG Desk_
**Industry**: Financial Services
**Department**: Private Client Group (PCG)

**About the Role**:
We are seeking **dynamic and driven professionals** to join our **PCG team at Phillip Capital**. If you’re passionate about client relationships and delivering best-in-class investment solutions, we want to hear from you

**Key Responsibilities**:

- **Client Acquisition**:
Identify, connect, and onboard high-net-worth individuals to build and grow a strong client portfolio.
- **Client Servicing**:
Ensure consistent, top-tier service and develop long-term relationships with clients.
- **Cross-Selling Financial Products**:
Provide holistic investment solutions such as **Portfolio Management Services (PMS)**, **Mutual Funds**, **SIPs**, and more.
- Strong **fundamental knowledge** of the financial markets.
- Excellent **communication** and **presentation skills**.
- Proven track record in **client acquisition**.
- A proactive, self-starter attitude with the ability to thrive in a competitive environment.

Pay: Up to ₹700,000.00 per year

**Benefits**:

- Health insurance
- Paid time off
- Provident Fund

Schedule:

- Day shift
- Fixed shift
- Monday to Friday

Work Location: In person

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