PCG Advisor (Mumbai)

PCG Advisor (Mumbai)

24 Sep
|
Veerwal Getwork Services
|
Mumbai

24 Sep

Veerwal Getwork Services

Mumbai

Role & responsibilities

- Candidates should be from the Broking / Securities industry with 35 years of relevant experience.

- Trade execution / dealing experience is mandatory.

- Experience in Third-Party Product (TPP) sales is required.

- Relevant experience in Advisory, Dealing, Trading, or Client Portfolio Management.

- Candidates should have valuable communication skills.

- Advise high-net-worth clients on equity, derivatives, currency, and commodity markets.

- Manage large client books (25 Lacs & above) with strategic, research-based investment recommendations.

- Conduct detailed profiling of clients financial requirements, investment style, and risk appetite.

- Recommend suitable portfolios and actionable strategies to maximize returns and client satisfaction.

📌 PCG Advisor (Mumbai)
🏢 Veerwal Getwork Services
📍 Mumbai

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