PCG Wealth_Mumbai
5 Nos.
87257
Full Time
3.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 15.00 LPA
BFSI, Investments & Trading
Banking/Financial Services
Job Description:
Roles and Responsibilities:
- Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
- Manage clients through client visits, suggest financial products to the clients and achieve business targets.
- Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & acquiring new clients.
- Candidates should have experience of managing / acquiring wealth & HNI Customers.
Required Profile:
- Should have at least 4 Years of experience handling Wealth Product Sales.
- Any Graduate / Post Graduate with relevant Experience.
- Good relationship management and service focus skills.
- Good communication and presentation skills. Investment Product knowledge is mandatory.
Benefits:
- 10-6 work timings(Switch off policy after 6pm that is all your business calls, emails,and office lights get switched off automatically)
- Work-life balance
- No PIP
- Unlimited incentives, foreign trips, national & international events
Company Profile
A leading diversified organization headquartered in Mumbai, India, with a strong presence across wealth management, capital markets, and investment banking domains. The company is recognized for its innovative investment solutions, research-driven approach, and customer-centric advisory expertise. With a robust nationwide network and a legacy of excellence, it continues to empower investors through technology-enabled platforms and market expertise. The organization is known for its dynamic work culture, continuous learning environment, and strong career growth opportunities for professionals.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.