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Advisor – PCG Desk
Advisor – PCG Desk
22
Mumbai
Job Views:
Created Date: 2025-07-11
Experience: 3 - year
Salary: upto 10
Industry: 24
Openings: 1
Primary Responsibilities :
Job Title: Advisor – PCG Desk
Department: Phillip Capital – PCG Desk
Location: Chakala, Andheri East, Mumbai
Experience: Minimum 3 years
Experience Requirements:
About the Role:
We are looking for dynamic and result-oriented professionals to join our Private Client Group (PCG) Desk. This role is ideal for individuals with a deep understanding of financial markets, exceptional relationship-building skills, and a strong drive for client acquisition.
Key Responsibilities:
Client Acquisition: Identify and onboard high-net-worth individuals (HNIs) to build a strong client portfolio.
Client Servicing: Maintain long-term relationships through exceptional service and proactive communication.
Cross-Selling Investment Products: Provide holistic investment solutions, including Portfolio Management Services (PMS), Mutual Funds, and Systematic Investment Plans (SIPs).
Minimum Requirements:
Strong understanding of financial markets and investment products.
Excellent communication, interpersonal, and presentation skills.
Proven experience in client acquisition and relationship management.