Aarti Khanna jobs
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PRIVATE BANKING ROLE - PCG WEALTH & BROKING (7-15 YRS)
1) HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention). Source and Manage Individual HNI / UHNI clients, and Institutional Clients (Corporates, SME, Banks, Financial Institutions) 2) Generate Revenue by promot...
| Company | Aarti Khanna |
|---|---|
| Address | Delhi |
| Category | Insurance |
| Date Posted | 2 months ago See detail |
Private Banking Role - PCG Wealth & Broking (7-15 yrs)
Aarti Khanna
Delhi
1) HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention). Source and Manage Individual HNI / UHNI clients, and Institutional Clients (Corporates, SME, Banks, Financial Institutions) 2) Generate Revenue by promot...
2 months ago seen See more...
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Investment Specialist - Bank (5-8 yrs)
Aarti Khanna
Trivandrum, Kerala
Investment Specialist 1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms.2) Achievement of assigned Cluster's...
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Advisory Manager - Equity & Third Party Investment Products (7-12 yrs)
Aarti Khanna
Delhi
Advisory Manager - Equity & Third Party Investment ProductsResponsibilities:- Achieve the Business Target set for them which includes Broking Revenue , Future & Options (F&O).- Cross selling Third Party products like Mutual Funds,...
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Portfolio Expert - Mutual Funds/PMS/AIF (5-7 yrs)
Aarti Khanna
Delhi
Portfolio Expert, Mutual Funds, PMS, AIF 1) To spearhead activation and servicing for demat holdings in the given Region / Zone / Cluster2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sa...
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