PCG Advisor -Largest NBFC Company- Gurugram, Mumbai

6 - 11 years

10.0 - 20.0 Lacs P.A.

Delhi NCR, Gurgaon, Mumbai (All Areas)

Posted:3 months ago| Platform: Naukri logo

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Skills Required

HNINRIHNI AcquisitionWealth ManagementHNI SalesPremier BankingPrivate BankingPortfolio ManagementPriority BankingNRI ServicesFinancial AdvisoryUltraEliteHNI Client HandlingFMSNri BankingPremierAUMInvestment AdvisoryTreasury SalesPreferred Banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Resolve customer queries TAT #Ensure internal and regulatory compliance Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

Consulting / Business Services
Los Angeles

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