PCG Desk Head - Financial Services

About the client:

- Company Name: Client of Upgrad Rekrutindia

- Industries: Real Estate / Property

- Company Type: Forbes Global 2000

- Funding Stage: Acquired

- Headquarter Location: Maharashtra

- Nature of Offering: Service

- Founding Year: 2017

- No of Employees: 1001-5000

Roles and Responsibilities :

- Handling Team of HNI Relationship Managers/Advisors or HNI Relationship Managers and Advisors.

- Acquiring high value relationships into the HNI & Ultra HNI Clients (EQUITY).

- Managing Large Trader Clients/Big Ticket size Client Acquisition & service.

- Managing relationship of HNI clients, retaining & enhancing advisory relationship.

- To generate revenue from new clients.

- To execute cross sell efforts as per focus of the organization at any given point in time

- Candidate should have minimum experience of around 6 years from broking industries and managing bank AUM of HNI Clients.