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PCG Advisor -Largest NBFC Company- Gurugram, Mumbai

6 - 11 years

12 - 22 Lacs

Posted:17 hours ago| Platform: Naukri logo

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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#Brokerage generation through advising HNI clients for Equity & Derivative portfolio.

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

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