Wealth Manager PCG/HNI, Mumbai (Goregaon) & Kolkata

3 - 8 years

7 - 12 Lacs

Kolkata Bengaluru Mumbai (All Areas)

Posted:2 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Managing HNI desk, ensuring client satisfaction, retention, growth of HNI portfolio.
Acquire new PCG/HNI clients, Ensure smooth transition to dealing team Building new relationships, increasing depth in existing relationshipsCross Sell of MF, SIPs.

Required Candidate profile

Good knowledge of equity markets, trading platforms & financial instruments.Business updates, new clients, brokerages & revenuesGood communication and interpersonal skills.High attention to detail

Perks and benefits

Plus Incentive & other benefits

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