Join our team as a PCG Advisor, where you'll provide expert financial advice to Super HNI clients, focusing on Equity, Derivatives, Currency, and Commodity Markets.
Location - New Delhi
Your Future Employer: A leading firm dedicated to delivering exceptional financial services and advisory to high-net-worth individuals.
Responsibilities:
- Advising Super HNI clients on various market segments.
- Managing a client portfolio with a tremendous book size
- Driving revenue creation and activate clients through effective advisory.
- Cross-selling products such as Mutual Funds, PMS, and Insurance.
- Handling client queries and complaints efficiently.
- Acquiring new clients while retaining existing ones through regular meetings.
- Conducting in-depth financial profiling and recommend tailored portfolios.
Requirements:
- NISM 8 Certification.
- 2+ years of relevant experience in financial advisory and client management.
What is in it for you:
- Opportunity to work with high-net-worth clients.
- Competitive compensation and benefits.
Reach Us - If you think this role is aligned with your career, kindly write me an email along with your updated CV on kapil.kataria@crescendogroup.in for a confidential discussion on the role.
Disclaimer - Crescendo Global specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate based on race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status or disability status.
Note - We receive many applications daily, so it becomes difficult for us to get back to each candidate. Please assume that your profile has not been shortlisted in case you don't hear back from us in 1 week. Your patience is highly appreciated.
Keywords - HNI Acquisition, Wealth Management, Super HNI, HNI, Wealth Advisory, Crescendo Global