Pcg Private Client Group Relationship Manager Mumbai Suburban

Pcg Private Client Group Relationship Manager Mumbai Suburban

29 Aug
|
Veerwal Getwork Services
|
Mumbai Suburban

29 Aug

Veerwal Getwork Services

Mumbai Suburban

Company Name - Motilal Oswal Financial Services

Location - Mumbai - Malad

The Advisor Franchisee PCG is responsible for managing client portfolios, providing advisory support, and driving revenue through equity, derivatives, and other financial products. The role focuses on building solid client relationships, activating recent clients, retaining existing ones, and cross-selling investment solutions such as Mutual Funds, SIPs, PMS, and AIFs. The Advisor will also collaborate with the franchisee and HO Advisory team to ensure service excellence, compliance, and market-informed recommendations.

📌 Pcg Private Client Group Relationship Manager Mumbai Suburban
🏢 Veerwal Getwork Services
📍 Mumbai Suburban

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