PCG Advisor - PCG Wealth

Ensure timely advice to customers for Equity and Derivative markets.
Portfolio Review to be done monthly with clients for deepening the Client relationship.
Ensure adherence to the Compliance process for advice given.
One New to Firm relationship to be sourced on a monthly basis with min tick size of 25 lacs for Broking or IP.
Daily meetings to be done with existing clients and new prospects for business.
responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.

Maintaining client relationships and generate AUM from preferred clients.

Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

Track the Affluent & Super Affluent Client segment in the market for new client acquisition

To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

To conduct and assist in organizing seminars, workshops and other business development activities.