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PCG desk advisor

1 - 5 years

1 - 5 Lacs

delhi ncr india

Posted:3 days ago| Platform: Foundit logo

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Skills Required

customer service insurance investment banking team management investment advisory business development

Work Mode

On-site

Job Type

Full Time

Job Description

Job Summary

  • Handling Team of PCG Relationship Managers and Advisors
  • Acquiring high value relationships into the HNI & Ultra HNI Clients (EQUITY)
  • Managing Large Trader Clients/Big Ticket size Client Acquisition & service
  • Managing relationship of HNI clients, retaining & enhancing advisory relationship To generate revenue from new clients
  • To execute cross sell efforts as per focus of the organization at any given point in time
  • Candidate should have minimum experience of around 10 years from banking and broking industries and managing bank AUM of HNI ClientsPCG desk advisorPCGInvestment ServicesDelhi

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