HB
PCG Advisor
Hire Best Recruitment Company · Mumbai · onsite · Posted 56d ago
Not disclosed3–8 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Job Responsibilities:
- Generate brokerage revenue by advising HNI clients on their Equity and Derivative portfolios
- Acquire new clients for broking and investment products such as PMS, Mutual Funds, and Fixed Income
- Conduct daily meetings with existing and prospective clients to provide advisory and portfolio management services
- Monitor market trends and provide actionable investment insights to clients
- Maintain accurate records of client interactions, trades, and portfolio updates
Required Qualifications:
- Postgraduate degree (preferable in Finance, Commerce, or related field)
- Minimum 3 years of experience in sales or wealth management
- Hands-on experience with PMS, Mutual Funds, AIF, Insurance products, trading, and order punching
Sourced from foundit
Skills
HNI client advisoryPMSAifInsurance ProductsClient Acquisition