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PCG Advisory-Client Acquisition

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Onsite

PCG Advisory-Client Acquisition

Avani Consulting

PCG Advisory-Client Acquisition

23 days ago

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Important information


Contract type:

Permanent

Salary:

₹500,000 – ₹1,200,000 / year

Location:

Bengaluru, Karnataka, India

Work mode:

Onsite

Published on:

30 September 2026

What they need


Hi,

Role & responsibilities

Key Responsibilities:

  1. Execute trades on behalf of clients, aligning with their investment strategies and

preferences.

  1. Provide our research advisory to the clients based on the client profile to generate income

and build MTF book

  1. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds

(MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares

  1. Acquire new clients while maintaining and nurturing long-term relationships with existing

clients.

  1. Conduct client meetings to review portfolio performance.

Preferred candidate profile

Candidate with relevant experience only apply and preferring from broking industries.

Interested Candidates share your resume to

Hemalatha-7200031602

Call & Whatsaap

[email protected]

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