Role & responsibilities

You will handle acquisition and growth of high-value clients under the Private Client Group. You will

drive revenue through advisory-led selling across equity, MF, PMS, AIF, Insurance and Fixed income

products while maintaining solid compliance discipline. We are looking for experienced

professionals of 4-5 years in PCG Sales with proven track record of client acquisition and AUM

growth.

Key Responsibilities:

1. Acquire and onboard HNI and UHNI clients through direct sourcing and referrals.

2. Focus on acquisition of client accounts with equity margin

3. Manage client portfolios and drive AUM growth through suitable investment solutions.

4. Cross-sell PCG products including equity advisory, mutual funds, PMS, AIF and bonds.

5. Build long-term client relationships through regular reviews and market updates.

6. Ensure full compliance with regulatory, risk and internal governance frameworks.

Preferred candidate profile

Candidate with relevant experience only apply and preferring from broking industries.

Interested Candidates share your resume to

Karishma HR- (phone hidden)

mail-

[email protected]

📌 PCG Relationship Manager - In leading Securities (Kolkata)
🏢 Avani Consulting
📍 Kolkata