Job Description

A PCG (Private Client Group)is typically responsible for managing high-net-worth individual (HNWI) clients and providing personalized investment advice and financial solutions. Here are the key roles and responsibilities of a PCG Advisor in this context:

1. Client Relationship Management

Build and maintain strong relationships with high-net-worth clients.

Understand clients' financial goals, risk tolerance, and preferences.

Serve as the main point of contact for clients, addressing their queries and concerns promptly.

Provide consistent and high-quality client service to ensure client retention and satisfaction.

2. Financial Advisory and Planning

Offer personalized financial advice tailored to clients' goals, including investments, tax planning, estate planning, and retirement planning.

Conduct regular reviews of client portfolios and suggest modifications as per changes in market conditions or client goals.

Assist clients in diversifying their investments across asset classes such as equities, bonds, mutual funds, real estate, and alternative investments.

3. Investment Management

Provide advice on suitable investment products from Aditya Birla Money's offerings such as mutual funds, insurance, stocks, bonds, and structured products.

Keep clients informed about new products, market trends, and economic developments that may impact their investment decisions.

Assist clients with portfolio diversification and rebalancing.

4. Sales and Business Development

Proactively identify and acquire new clients from the high-net-worth segment.

Work towards meeting sales targets by selling financial products and services that align with clients' needs.

Participate in seminars, workshops, and other events to generate business leads.

5. Cross-selling Financial Products

Identify opportunities to cross-sell various financial products and services such as insurance, mutual funds, and loan products, depending on clients' needs.

Ensure clients are offered a holistic financial solution, including wealth management and tax-saving strategies.

Job Types: Full-time, Permanent

Pay: Up to ?96,407.35 per month

Benefits:

Health insurance Provident Fund
Schedule:

Day shift
Supplemental Pay:

Performance bonus Quarterly bonus Yearly bonus
Work Location: In person