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Private Bankers - Wealth / PCG - Broking

Private Bankers - Wealth / PCG - Broking

ConfidentialIndore, Pune, Jaipur
30+ days ago
Job description
  • HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention).
  • Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity.
  • Networking and cultivating a good relationship with the clients.
  • Knowledge of - Equity and Debt based products , Loans
  • Exceptional Selling Skills, Soft Skills, and Knowledge of Products

    • Skills Required

    investment strategies, Portfolio Management, Risk Assessment, Financial Analysis, Client Relationship, Market Research

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    Wealth • Indore, Pune, Jaipur

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