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Pcg Relationship Manager

Pcg Relationship Manager

Quotient Consultancy

8 - 13 years

13 - 16 Lacs

Ahmedabad, Rajkot

Posted:2 months ago| Platform:

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Skills Required

Wealth Management PCG BANK Private Client Mutual Funds Ultra Hni HNI Client Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Urgent Hiring for !!! Private Client Group !!! for one of the leading securities company. Key Responsibilities:- Develop and execute wealth plans for clients, focusing on creation, preservation, and growth. Offer full product suite, including Mutual Funds, PMS/AIF, Structured Products, Direct Equity, Unlisted Investments, and Loan products. Provide investment solutions based on client profiles, in collaboration with product & research teams. Regularly review and update client portfolios. Educate and advise clients on investment options and risks. Identify and acquire new clients for wealth management. Meet revenue targets set by the organization. Ensure compliance with KYC, SEBI, and financial regulations. Skills required 6 - 8 years relevant work experience in a Wealth management/Private Banking platform. Post graduate from a premier institute.Self-starter, proactive & target oriented.Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 Email id : qcnaukri9@gmail.com

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Quotient Consultancy

www.quotientconsultancy.com

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New York

50 Employees

98 Jobs

Key People

Jane Doe

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John Smith

Chief Financial Officer
Emily Clark

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