01Key Responsibilities
1. Acquire and onboard HNI and UHNI clients through direct sourcing and referrals.
- Focus on acquisition of client accounts with equity margin
- Manage client portfolios and drive AUM growth through suitable investment solutions.
- Cross-sell PCG products including equity advisory, mutual funds, PMS, AIF and bonds.
- Build long-term client relationships through regular reviews and market updates.
- Ensure full compliance with regulatory, risk and internal governance frameworks. If your profile matches the above requirement, please share your updated CV to .
