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Pcg Relationship Manager

4.0 - 9.0 years

8 - 17 Lacs

Mumbai, Mumbai Suburban, Mumbai (All Areas)

Posted:1 day ago| Platform: Naukri logo

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Skills Required

Team Handling Private Client Group Advisory Private Client PMS HNI Mutual Funds Financial Advisory Wealth Management Ultra Hni Investment Advisory Private Wealth Investment Products Aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Relationship Manager- PCG Dealing KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. To ensure active management of clients & achieve the target active AUM 2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options 3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4. To achieve healthy revenues without compromising on clients profitability 5. To have clear focus on client mining 6. To conduct regular Client Meetings & update the same in the meeting tracker 7. To attain maximum reach of investment ideas/stock calls initiated 8. To assist in new client acquisition, building new relationships and increasing depth in existing relationships 9. Keep abreast of the market news, financial trends and current affairs 10. To attend post result concals, analyst meets for improved client servicing SKILLS & KNOWLEDGE 1. Graduate / Post graduate with 3 to 8 years of experience 2. MBA in finance (preferred) 3. Proficiency in economics, accounting, financial statements and/or statistics 4. Familiarity with financial risk management strategies 5. Should have good communication & presentation skills. 6. Should be a self-starter, proactive & target oriented. 7. Should possess strong networking & relationship building skills

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