PCG Desk Advisor Anand Rathi
Anand Rathi
Office Location
Full Time
Experience: 10 - 10 years required
Pay:
Salary Information not included
Type: Full Time
Location: All India
Skills: Relationship management, Client Acquisition, Revenue generation, Cross Selling, Banking, broking
About Anand Rathi
Job Description
As the PCG Desk Head, you will be responsible for leading a team of PCG Relationship Managers and Advisors. Your main focus will be on acquiring high-value relationships with HNI & Ultra HNI Clients in the equity sector. Additionally, you will be tasked with managing Large Trader Clients and overseeing Big Ticket size Client Acquisition & service. Your role will involve managing the relationships of HNI clients, ensuring their retention, and enhancing the advisory relationship. It will be essential for you to generate revenue from new clients and execute cross-sell efforts in alignment with the organization's current focus. The ideal candidate for this position should have a minimum of 10 years of experience in the banking and broking industries, specifically in managing bank AUM of HNI Clients. Your expertise and leadership will be crucial in driving the success of the PCG Desk.,