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Homeโ€บCompaniesโ€บServing Skillโ€บWealth Advisor| PCG Advisiory
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Wealth Advisor| PCG Advisiory

๐Ÿ“LOCATIONMumbai City
๐Ÿ“ˆEXPERIENCE2 to 15 Yrs
๐Ÿ•˜TYPEFull time
๐ŸฅIndustryBFSI
๐Ÿ—“POSTED30 Jul 2026

01Overview

Client Acquisition & AUM Growth Advisory on Equity, MF, PMS, Insurance & Investment Products Portfolio Review & Financial Planning Team Management & Revenue Monitoring Cross-selling Financial Products Business Development & Market Expansion Required Candidate profile Industry: Broking | Wealth Management | Capital Markets | Private Banking Experience Required: 215 Years Qualification: Graduate / MBA / PGDM Preferred Certifications: NISM VIII / CFP / NCFM .

02What you'll need

Experience
2 to 15 Yrs
Employment Type
Full time
Programming languages
Client AcquisitionEquityMFPMSInsuranceInvestment ProductsFinancial PlanningTeam ManagementAUM Growth AdvisoryPortfolio Review

03About SERVING SKILL

BFSIIndustry
Full timeEmployment Type
Mumbai CityLocation
Not Disclosed ยท salary hidden by employer
2 to 15 Yrs ยท Mumbai City
Applications are reviewed directly by the hiring team.
Role Snapshot
Work ModeNot specified
Visa SponsorshipNot specified
RelocationNot specified
Job TypeFull time
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