Designation: Advisor - Franchisee PCG at Veerwal… · Mumbai…

The Advisor Franchisee PCG is responsible for managing client portfolios, providing advisory support, and driving revenue through equity, derivatives, and other financial products. The role focuses on building strong client relationships, activating new clients, retaining existing ones, and cross-selling investment solutions such as Mutual Funds, SIPs, PMS, and AIFs. The Advisor will also collaborate with the franchisee and HO Advisory team to ensure service excellence, compliance, and market-informed recommendations.