Private Client Group,High Net-worth Individual- client acquisition

4 - 6 years

10 - 12 Lacs

Posted:3 days ago| Platform: Naukri logo

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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.
Managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.HR Suvarna-9502739374

Required Candidate profile

4-6 years of experience in HNI sales or UHNI .understanding of investment, portfolio management, PCG services and relationship-building skills for PCG, HNI and UHNI.

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