Hi,

We are hiring for leading Securitas / Broking company

PCG - Sales,

Role Summary

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 2-5 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, insurance and

bonds.
1. Build long-term client relationships through regular reviews and market updates.
2.



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

Wealth-RM

Key Accountabilities

- Responsible for gathering assets for investment products such as mutual funds, PMS, AIF,

Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.
- Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.
- Create an incremental SIP Book
- Will be responsible for achieving New Business development targets by reactivating / activating

new clients.
- Ensure all clients are met on a regular basis

Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- (phone hidden)

Mail:- [email protected]

Feel free to contact in call /text

No charges.

📌 PCG Sales / Investment Products/ Wealth Products-C sales (Bengaluru)
🏢 Avani Consulting
📍 Bengaluru