Job Specifications
PCG Desk Head
Designation
AVP & above

PRIMARY JOB RESPONSIBILITIES

Handling Team of PCG Relationship Managers and Advisors.
Acquiring high-value relationships with the HNI & Ultra HNI Clients (EQUITY).
Managing Large Trader Clients/Big Ticket size Client Acquisition & service.
Managing relationships of HNI clients, retaining & enhancing the advisory relationship
To generate revenue from new clients.
To execute cross sell efforts as per the focus of the organization at any given point in time.

The candidate should have minimum experience of around 10 years in the banking and broking industries and
managing bank AUM of HNI Clients.

Team handling experience
5-7 Years

FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS
REQUIRED

1. Lead from the front (playing captain approach)
2. Customer Satisfaction
1. Positive Knowledge of capital market
2. Portfolio Management
3. Financial Planning
3. Team management.

Interested candidate can directly reach out on (phone hidden) or can mail their CV on [email protected]

📌 Desk Head (Delhi)
🏢 ANANDRATHI
📍 Delhi