Equity Advisor - PWM Team - HNI/UHNI

Equity Advisor - PWM Team - HNI/UHNI (4-8 yrs)

#BFSI Sales #Banking #Equity Sales

Equity Advisor

Location-Mumbai

Education - MBA, CA

Salary range - 10 to 25 lacs pa

Experience - 4 to 8 Years

Individual role.

Candidate should be able to get his clients and generate multiples of his cost

This will be part of PWM team and not the Wealth Management team

Job Responsibilities

- Client Acquisition and servicing of clients (HNI & Ultra HNI).

- Revenue generation from Equity products

- Cross Selling other financial products.

Other requirements :

- Good communication skills and ability to establish connect with client

- Should have existing clients who can move to new platform.

Our businesses :

Institutional Business | Research | Portfolio Management Services | Private Wealth Management | Insurance Broking | Investment Banking | Commodities | Currencies / NBFC