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Pcg Relationship Manager

8 - 13 years

16 - 20 Lacs

Mumbai Suburban Mumbai (All Areas)

Posted:2 days ago| Platform: Naukri logo

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Skills Required

PCG WEALTH RELATIONSHIP MANAGER Mutual Funds Ultra Hni SIP HNI Client Handling sales AIF

Work Mode

Work from Office

Job Type

Full Time

Job Description

Urgent Hiring for !!! Senior Relationship Manager !!! for one of the leading broking firm.

Responsibilities:

  • Build and maintain strong client relationships.
  • Analyze sales data and refine strategies to meet targets.
  • Conduct product consultations and presentations to close deals.
  • Identify and pursue new sales opportunities.
  • Resolve client issues promptly for high satisfaction.
  • Coordinate with internal teams for smooth operations.
  • Generate reports and forecasts to support business growth.
  • Ensure compliance with internal policies.

Requirements:

  • Minimum 1 year of experience in sales/distribution.
  • Proficient in MS tools, CRM, BI, SQL.
  • Strong communication, negotiation, and problem-solving skills.
  • Ability to prioritize, work under pressure, and meet deadlines.
  • Experience in financial services and treasury products is a plus.
  • Skilled in identifying opportunities and driving sales team performance.
  • Familiar with sales forecasting and execution.

Experience - 8 TO 15 Years

NISM V should be completed.

Interested candidates can connect GIRIJA : 022-40697703 / 9321557930

OR

Email id : qcnaukri9@gmail.com

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