Private Banking Role - PCG Wealth & Broking

1) HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention). Source and Manage Individual HNI / UHNI clients, and Institutional Clients (Corporates, SME, Banks, Financial Institutions)

2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity.

3) Networking and cultivating a good relationship with the clients.

4) Knowledge of Equity, Debt, and Loan based products market.

5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products