- Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.
- Recent 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: Aif, Wealth Management, Mutual Fund, Pms
Experience: 5.00-10.00 Years
📌 PCG - HNI - Equity Advisor Manager (Thane)
🏢 Hire Best Recruitment
📍 Thane
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