Senior Role - Sales - PCG Channel - Broking House (8-20 yrs)
- Candidate will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent)
- Maintaining client relationships and generate AUM from preferred clients.
- Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition
- To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
