PCG Advisor (Thane)

PCG Advisor (Thane)

26 Aug
|
Hire Best Recruitment
|
Thane

26 Aug

Hire Best Recruitment

Thane

Job Responsibilities:

- Generate brokerage revenue by advising HNI clients on their Equity and Derivative portfolios
- Acquire recent 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

📌 PCG Advisor (Thane)
🏢 Hire Best Recruitment
📍 Thane

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