PCG (Private Client Group) Advisor

Quick Turtle; Ahmedabad District, Chennai District, Bengaluru; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Quick Turtle seeks dynamic financial advisers to execute client trades aligned with each investor's strategy and preferences. You will provide research-based advisory to grow income and build an MTF book, while nurturing long-term relationships with clients and promoting third-party products across Insurance, Mutual Funds, PMS, SIP, AIF, Bonds, FDs and unlisted shares.

Location coverage includes several major cities across India, including Ahmedabad, Chennai, Bangalore, and more; salary reflects

Qualifications

• Acquire new clients with ticket size Rs. 15 L to Rs. 25 L.
• Conduct client meetings to review portfolio performance.
• Promote third-party investment products (Insurance, MF, PMS, SIP, AIF, Bonds, FD, unlisted shares).

Responsibilities

• Execute trades on behalf of clients aligned with their investment strategies and preferences.
• Provide research advisory based on client profile to generate income and build MTF book.
• Nurture long-term relationships with existing clients and cross-sell products.

Skills

Client acquisition

Portfolio review

Cross-selling

Financial advisory

Job description

• Execute trades on behalf of clients, aligning with their investment strategies and preferences.
• Provide our research advisory to the clients based on the client profile to generate income and build MTF book.
• Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares.
• Acquire new clients with ticket size of Rs.
• 15 L To Rs.25Lac, while maintaining and nurturing long‑term relationships with existing clients.
• Conduct client meetings to review portfolio performance.

Location - Ahmedabad, Chennai, Bangalore, Hyderabad, Kolkata, Delhi, Rajkot, Surat, Mumbai, Telangana, Pune, Jaipur, Vadodra.