PCG wealth Manager

Key Responsibilities:

• Acquire new clients for Equity, Derivatives, Mutual Funds, Insurance, and Broking services.
• Generate revenue through client acquisition, cross-selling, and trading activation.
• Build and maintain strong client relationships.
• Provide market updates and investment solutions to clients.
• Ensure smooth onboarding, KYC completion, and account activation.

Eligibility:

• 2-5 years of experience in Client Acquisition, Sales, Wealth Management, Broking, or Financial Services.
• Strong knowledge of Equity, Derivatives, Mutual Funds, and Financial Markets.
• NISM/AMFI certification preferred.
• Excellent communication and relationship management skills.
• Target-driven and self-motivated professional.