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AnandRathi
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Relationship Manager - PCG-Delhi Barakhamba

Relationship Manager - PCG-Delhi Barakhamba

AnandRathi

8 - 13 years

8 - 13 Lacs

noida new delhi gurugram

Posted:3 hours ago| Platform:

Apply

Skills Required

hni client handling hni portfolio management priority banking equity derivatives relationship marketing life insurance amfi nism wealth management broking preferred banking wealth

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles & Responsibilities:

Acquire, manage, and grow a portfolio of
HNI clients (50 Lac+ ticket size)
.
Responsible for
selling & advisory
of financial products including:

Structured Products, Mutual Funds, PMS, SIPs, AIFs, Insurance, Demat & Trading Accounts
.

Drive
revenue generation
and meet defined business targets.
Build and nurture
long-term relationships
with clients through regular interaction and portfolio reviews.
Ensure the
highest level of service delivery
, client satisfaction, and relationship management.
Manage and grow a minimum
Equity AUM of 30 Cr
.
Responsible for
trading account activation
and assisting new clients in understanding equity markets.
Cross-sell wealth management products by leveraging client relationships.
Stay updated on
market trends & investment opportunities
to provide proactive advisory.

Desired Candidate Profile:

Proven experience in
HNI Relationship Management
within
Broking, Banking, or Wealth Management
domains.
Strong network & relationships with
HNI / Ultra HNI clients
.
Minimum experience in handling
30 Cr Equity AUM
.
Excellent knowledge of financial markets, wealth products & advisory services.
Strong communication, relationship-building & negotiation skills.

Perks & Benefits:

Attractive Fixed Salary
+
Unlimited Incentives (No Capping)
Opportunity to work with one of Indias leading financial services groups.
Career growth in the
HNI/Wealth Management segment
.

Interested candidates can share their profile at:

9356968576

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