Private Client Group,High Net-worth Individual- client acquisition
2 weeks ago
Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team.
Managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.
HR Suvarna
Required Candidate profile
4-6 years of experience in HNI sales or UHNI .
understanding of investment, portfolio management, PCG services and relationship-building skills for PCG, HNI and UHNI.
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