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PCG - HNI - Equity Advisor Manager

Thane, Maharashtra
via Adzuna5+ yrs

Posted 2 months ago · First seen Oct 15 · last seen 14d ago · via Adzuna

The posting, as published

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 Skills: Aif, Wealth Management…