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Executive Search Consultant at TruLux
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AVP/VP - PCG Advisory - Financial Services Firm (6-10 yrs)
Opening - AVP/VP - PCG Advisory
Location - BKC, Mumbai
Company - One of the leading financial services firm
Role & Responsibilities:
- Acquire, develop and oversee relationships with UHNI Clients with an investment surplus of 50 L and above with a annual revenue potential of 10 lacs and above
- Servicing clients across the entire basket of products comprising of Equity, Funding and investment products
- Aim to maximize the wallet share of the client through equity and cross sell products like MF, Insurance (only ULIP), PMS, AIFs etc
- Understand and manage clients with different risk profiles for better advisory
- Understand research and update oneself on available investment opportunities in line with markets
- Maintain and deepen client relationships with best in class service
Requirement: -6-10 years experience in a Broking PCG, HNI Desk / Wealth Management with an understanding of equity
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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