Wealth Head - Stock Broking Firm

Client - Leading Stock Broking firm

Position - Desk Head - Wealth Management

Location - Bangalore / Delhi

- Handling Team of PCG 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 7+years from broking industry and managing bank AUM of HNI Clients.