PCG- Wealth Sales

Job Description Role: PCG- Wealth Sales & Advisory Location: Hyderabad / Bangalore CTC: Up to 30 LPA Industry: Financial Services Role Summary: The role involves managing and growing a portfolio of HNI/UHNI PCG clients by offering customised wealth management and investment solutions. This is a revenue-driven role requiring strong relationship management skills and a deep understanding of investment products. Primary Skills; Wealth Sales, HNI Sales, Business Development, Mutual Funds, SIP, Insurance Sales, Relationship Management, PMS, Financial planning, Wealth Management, AIF, Financial Markets, CFP, UHNI, Affluent Banking, Private Banking, IPO, PCG, PBG, Private Wealth, AUM, ULIPs, Primary Market Key Responsibilities: Acquire and manage HNI / Affluent clients. Drive revenue through cross-selling and up-selling of wealth products. Offer advisory solutions across: Mutual Funds PMS / AIF Structured Products Bonds / Fixed Income Equity & Derivatives Insurance ...