Hi.
Role Summary:
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-years Minimum in PCG Sales with proven track record of client acquisition and AUM
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.
5. Build long-term client relationships through regular reviews and market updates.
6. Ensure full compliance with regulatory, risk and internal governance frameworks.
Interested candidates share resume in WhatsApp/mail
WhatsApp/Call:- (phone hidden)
Mail:-
[email protected]
Feel free to contact in call /text
No charges.
📌 Pcgsales -leading Broking firm -5day week (Hyderabad)
🏢 Avani Consulting
📍 Hyderabad