Advisory Manager - PCG Desk

Roles and Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs across various product lines such as Wealth Management, Investment Advisory, Equity Broking, Asset Management, etc.
• Provide investment advisory services to clients on various products including Mutual Funds, PMS, AIFs, Structured Products, Bonds & Fixed Deposits.
• Develop new business opportunities through referrals from existing client base and market research.
• Ensure timely execution of transactions while maintaining high levels of customer satisfaction.
• Collaborate with internal teams to resolve client queries and issues.

Desired Candidate Profile

• 5-10 years of experience in wealth management or related field.
• Excellent relationship management skills with ability to build strong rapport with HNIs.
• Strong understanding of financial markets, instruments, and regulations.
• Proven track record in sales achievement targets for mutual funds or similar products.