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Tekpillar
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Looking For PCG Client Manager / Financial Services

Looking For PCG Client Manager / Financial Services

Tekpillar

3 - 8 years

7 - 12 Lacs

Bangalore Rural Chennai Bengaluru

Posted:1 month ago| Platform:

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Skills Required

Sales Share Trading HNI Mutual Funds Share Market Portfolio Management HNI Acquisition Share Broking HNI Client Handling Marketing NISM Demat Hni Portfolio Wealth Management HNI Sales Stock Market Equity Sales Shares high networth individuals Investment Brokerage

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are hiring an experienced PCG Client Manager to manage and grow High Net-Worth Individual (HNI) client portfolios, offering customized financial solutions and investment advisory services. Key Responsibilities: Acquire, manage, & retain HNI clients. Provide customized investment advice across equity, mutual funds, and other financial products. Deepen wallet share and enhance client relationships. Monitor client portfolios and conduct periodic reviews. Achieve revenue and sales targets. Eligibility: Graduate/Post-Graduate (MBA preferred) Minimum 3+ years experience in Broking & HNI Sales. Strong knowledge of financial products, equity markets & wealth management. Excellent client servicing & communication skills. Relevant certifications (NISM, etc.) preferred. Benefits: Attractive Incentives Career growth & training support Comprehensive benefits package For more Information :: +91 84888 33693 | shraddha@tekpillar.com

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Looking For PCG Client Manager / Financial Services