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Vice President at ProGrace HR
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Equity Advisor - PWM Team - HNI/UHNI (4-8 yrs)
Equity Advisor - PWM Team - HNI/UHNI (4-8 yrs)
#BFSI Sales #Banking #Equity Sales
Equity Advisor
Location-Mumbai
Education - MBA, CA
Salary range - 10 to 25 lacs pa
Experience - 4 to 8 Years
Individual role.
Candidate should be able to get his clients and generate multiples of his cost
This will be part of PWM team and not the Wealth Management team
Job Responsibilities
- Client Acquisition and servicing of clients (HNI & Ultra HNI).
- Revenue generation from Equity products
- Cross Selling other financial products.
Other requirements :
- Good communication skills and ability to establish connect with client
- Should have existing clients who can move to new platform.
Our businesses :
Institutional Business | Research | Portfolio Management Services | Private Wealth Management | Insurance Broking | Investment Banking | Commodities | Currencies / NBFC
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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