Role & responsibilities

1. Comprehensive Wealth Management: Designing integrated plans for wealth creation, preservation, and enhancement based on in-depth client risk profiling
2. Cross-Product Advisory: Showcasing and selling the entire product suite , including Mutual Funds, PMS/AIF strategies, structured products, alternative assets, direct equity, and unlisted opportunities.
3. Portfolio Reviews: Conducting periodic performance reviews of client portfolios in collaboration with the internal product and research teams.
4. HNI Acquisition & Mining: Identifying potential wealthy clients to build solid financial relationships while continuously mining existing portfolios to expand total Asset Under Management (AUM).
5. Regulatory Compliance:



Ensuring absolute compliance with KYC, SEBI rules, and internal legislative frameworks governing financial markets.

Candidate Profile

- 3-12 years of relevant experience in Wealth Management, Private Banking, Broking, Investment Advisory, Asset Management, or a related financial-services business.
- Demonstrated experience managing HNI / Ultra-HNI clients.
- Strong existing client network and proven ability to acquire affluent clients.
- Good understanding of Indian equity markets and investment products.

📌 PCG Advisor (Mumbai)
🏢 Forward
📍 Mumbai