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PCG | Wealth | Advisory Roles

Posted on

Experience
7 - 12 yrs
Salary (CTC)
₹5L - ₹15L
Job Location
Kolkata, India
Vacancy
1
Designation
Wealth Advisor
Job Type
ONSITE

Job Description

Client Acquisition & AUM Growth,Advisory on Equity, MF, PMS, Insurance& Investment Products,Portfolio Review & Financial Planning,Team Management & Revenue Monitoring,Cross-selling Financial Products,Franchisee,Business Development & Market ExpansionExperience 2-5Years,Qualification:Graduate/MBA/PGDM,Preferred Certifications:NISM VIII/CFP/NCFM,HNI Client Handling,Team Handling&Leadership,Capital Markets Knowledge,Wealth Management&Advisory

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