- Drive cross-sell initiatives for PCG
- Develop a strong understanding of distribution products across asset classes, including mutual funds, PMS, AIFs, structured products, insurance, bonds and alternative investments
- Possess working knowledge of applicable regulatory guidelines (SEBI, AMFI, IRDAI, etc.)
- Engage with clients to understand their requirements and present suitable shortlisted products
- Liaise closely with the product team to:
Understand end-to-end processes for distribution products
Support execution of distribution transactions
