Pcg Relationship Manager

5 days ago

Navi Mumbai, Maharashtra, India Topgear Consultants Full time ₹ 20,00,000 - ₹ 25,00,000 per year

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

Role: Sr. PCG Advisor

Experience: 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.

Interested Candidates can share their CV's

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