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PCG HNI Advisor

3.00 to 5.00 Years   Bangalore   02 Nov, 2023
Apex Services Hiring For Leading Broking Firms
Job LocationBangalore
EducationNot Mentioned
SalaryRs 8 - 14 Lakh/Yr
IndustryBFSI
Functional AreaSecurities Trading
EmploymentTypeFull-time

Job Description

    Dear Candidate,Greetings From APEX SERVICES Designation: Advisory Manager PCGCTC- up to- 8 to 14 LPA incentive Other benefitROLES& RESPONSIBILITIES:Join us if you like to:1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.2. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutionsprovided by the organization.3. Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix.4. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.5. Provide regular updates to the immediate superior as and when required.We need:Any Gradation3 Years of Dealing/Advising Exp. in Stock Market in handling HNI/PCG/NRI clients.Kindly reply with an updated CV onapex.vaishalisingh13@gmail.comif you are interested in the mentioned Job Role. You can simply call onhidden_mobileThanks & RegardsVaishali

Keyskills :
nismhni client handlinghigh net worthpcgclient acquisitionhni acquisitionrevenue generationsecurities

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