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PCG Relationship Manager

PCG Relationship Manager

AXIS DIRECT

3 - 8 years

8 - 12 Lacs

Hyderabad Chennai Bengaluru

Posted:2 months ago| Platform:

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Skills Required

Wealth Management Portfolio Management Broking Sales HNI Client Handling HNI Sales Ultra Hni Channel Sales HNI Acquisition Banking Channel

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Develop and deepen relationships with Burgundy RMs mapped to him/her. Ensure daily interaction with the Burgundy RM base to facilitate top on the mind recall for Broking business. Ensure growth in client referrals, account opening, on-boarding, margin collection, brokerage generation and NDPMS conversions from the RM base assigned. Single point of contact for all sales and service related queries for the assigned Burgundy RM base. Open market acquisition of HNI Broking, NDPMS and TPD clients. Interested candidates please share your resume @ 9790306948

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PCG Relationship Manager