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PCG - HNI - Equity Advisor Manager

PCG - HNI - Equity Advisor Manager

Hire Best Recruitment Company

5 - 10 years

|

15 - 30 Lacs

mumbai maharashtra india

Posted:1 day ago| Platform: Foundit logo

Apply

Skills Required

wealth management equity & derivative advisory pms mutual fund

Work Mode

On-site

Job Type

Full Time

Job Description

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.
New client acquisition for Broking , Investment products PMS/MF/Fixed Income
Daily meetings to be done with existing clients and new

Required Candidate profile

Candidate should have exp handling the HNI and UHNI Clients
Qualifications: Post Graduation
Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

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