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PCG - HNI - Equity Advisor Manager

PCG - HNI - Equity Advisor Manager

ConfidentialCoimbatore, Mumbai, Cochin / Kochi / Ernakulam
5 days ago
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

      • Skills Required

      Wealth Management, Pms, Mutual Fund, Aif

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    Equity Advisor • Coimbatore, Mumbai, Cochin / Kochi / Ernakulam

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