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Manager Client Acquisition - HNI and PCG

Manager Client Acquisition - HNI and PCG

Manmuk Creations

2 - 7 years

8 - 12 Lacs

kolkata mumbai (all areas)

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Skills Required

hni acquisition portfolio management services mutual funds sales equity broking private equity fund financial advisory hni client handling private wealth management hni sales ultra hni pms investment advisory equity sales aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team.
-Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

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