PCG- Wealth Sales Advisory Jobs Opening in Skywings advsior private limited at Hyderabad-Others, Bangalore-Others, Bangalore, Hyderabad
Job Description
CTC: Up to 30 LPA
Industry: Financial ServicesRole 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.
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 & Other Investment Products
Build long-term relationships and ensure high client retention.
Achieve AUM growth and revenue targets.
Coordinate with internal product and research teams for customised solutions.
Maintain high compliance and regulatory standards.
Experience: 3+ years with HNI & UHNI client base from the banks, broking or wealth industry with minimum AUM 70cr of wealth.
Strong exposure to HNI client handling.
Good understanding of capital market products.
Proven track record of revenue generation.
Excellent communication and negotiation skills.
NISM & CFP certifications are preferred.
Referrals are highly appreciated.
More information about this PCG- Wealth Sales Advisory Job
Please go through the below FAQs to get all answers related to the given PCG- Wealth Sales Advisory job
- What are the job requirements to apply for this PCG- Wealth Sales Advisory job position?
- Ans: A candidate must have a minimum of 3 to 3+ year experience as an PCG- Wealth Sales Advisory
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: MBA/PGDM
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This PCG- Wealth Sales Advisory is a work from home job?
- Ans: No ,its not a Work from Home Job.
- How many job vacancies are opening for the PCG- Wealth Sales Advisory position?
- Ans: There are immediate 1 job openings for PCG- Wealth Sales Advisory in our Organisation.
