Desk Head/ Branch Manager - PCG

Anand Rathi - Private Client Group

Kolkata/ Mumbai

PRIMARY JOB RESPONSIBILITIES

• Handling Team of PCG Relationship Managers and Advisors.
• Acquiring high-value relationships with the HNI & Ultra HNI Clients (EQUITY).
• Managing Large Trader Clients/Big Ticket size Client Acquisition & service.
• Managing relationships of HNI clients, retaining & enhancing the advisory relationship
• To generate revenue from new clients.
• To execute cross sell efforts as per the focus of the organization at any given point in time.
• The candidate should have minimum experience of around 10 years in the banking and broking industries and managing bank AUM of HNI Clients.