Pcg Relationship Manager

7 - 12 years

7 - 12 Lacs

Posted:1 week ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

PRIMARY JOB RESPONSIBILITIES

Direct sales profile so candidate should be able to acquire quality base HNI clients through

networking, database, and market intelligence.

He/she should have a maximum number of own clients relationship and he/she should be

aware of local market intelligence.

Promote Focus Product of the month.

Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure

Products.

.Candidate should have experience from banking and broking industries and managing bank

AUM of HNI Clients.

Candidate should be having 25-45CR of AUM with him/her into Equity & Investment Product

Min. 30-50 client candidate managing.

Min AUM 5-6cr from Equity

Behavioral Skills

1. Go get the Approach

2. Customer Relationship

3. Customer Satisfaction

1. Good Knowledge of capital market

2. Portfolio Management

3. Financial Planning

AGE GROUP PREFERRED

25-35 Years

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AnandRathi logo
AnandRathi

Financial Services

Mumbai

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