PCG Advisor -Largest NBFC Company

• Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients
• Acquire the clients having AUM => INR 10 M
• Portfolio review of clients & Cross Sell
• Resolve customer queries TAT
• Ensure internal and regulatory compliance

Required Candidate profile

• 6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking
• Graduate with MBA
• Rich exp. of financial planning & wealth mgmt.
• AMFI / IRDAI / FEDAI /BCSBI certification will be preferred