PCG RM - kolkata (Only From Banking & NBFC industry)

Roles & Responsibilities

Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile.

Ø Showcase entire product suite to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.

Ø Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines.

Ø Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.

Ø Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.

Ø Achieve revenue objectives as assigned by the organization.

Ø Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

Skills required

Ø 6 – 8 years relevant work experience in a Wealth management/Private Banking platform.

Ø Post graduate from a premier institute.

Ø Self-starter, proactive & target oriented.

Ø Strong networking & relationship building skills.

Ø Well organized, customer-service oriented, and driven by a desire to consistently achieve top result