We are hiring for HNI Acquisition in PCG Department as in wealth manager role
Location - Mumbai , UP
Identify, prospect, and on-board new HNI clients through networking, referrals, and market research.
Conduct meetings with potential clients to understand their financial objectives and introduce
suitable financial products.
Ensure a seamless on-boarding process for new clients, including KYC compliance and account
activation.
Achieve quarterly targets for client acquisition and revenue generation.
Cross-sell and upsell financial products such as equity, derivatives, mutual funds, fixed-income
products, and insurance.
Actively promote brokerage services to increase trading volumes and client participation.
Build and maintain long-term relationships with new and existing clients by offering personalized
financial solutions.
Resolve client queries and ensure satisfaction with the company’s services.
Doing MF And structured product like PMS, Bonds, AIF, Equity and Investment product
ANY ONE INTERESTED PLEASE SHARE CV AT 9236549033