Pcg Relationship Manager

Firon Consulting Bangalore

3 - 8 years

15 - 30 Lacs

hyderabad mumbai (all areas)

Posted:2 days ago| Platform:

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Skills Required

mutual funds client acquisition portfolio management affluent portfolio equity equity broking financial advisory hni client handling advisory nism wealth management private client pms

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Job Purpose

Responsible to Brokerage generation primarily through advising HNI clients
on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets

Key Deliverables

Ensure timely advice to customers for Equity and Derivative markets.
Portfolio Review to be done monthly with clients for deepening the Client relationship.
Ensure adherence to the Compliance process for advice given.
One New to Firm relationship to be sourced on a monthly basis with min tick size of 25 lacs for Broking or IP.
Daily meetings to be done with existing clients and new prospects for business.

Preferred candidate profile

Role Requirements

Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM
Experience: 3+ Years in Equity / MF / PMS / Broking
Domain Knowledge: Understanding of capital markets
IT Skills: MS Office

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