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15/07 HR
HR Associate at Arting Digital

Views:35 Applications:9 Rec. Actions:Recruiter Actions:7

PCG Relationship Manager - Sales - Financial Services (5-12 yrs)

Kolkata Job Code: 335056

Job Title : PCG Relationship Manager

Experience Required : 5-12 years

CTC : 18 LPA upto

Location : Kolkata

Work Mode : On-site

Qualification : Graduate or Post Graduate

Primary Skills : Relationship Management

Job Description :

- Client Acquisition : Acquire and manage high-net-worth individuals (HNI) clients through networking, databases, and market intelligence.

- Client Relationships : Maintain and enhance relationships with a significant client base; possess strong local market knowledge.

- Product Promotion : Promote and sell focus products of the month.

- Product Sales : Sell mutual funds (MF), insurance, portfolio management services (PMS), and structured products.

- AUM Management : Manage a portfolio with 12-15 crore AUM in equity and investment products, with a minimum of 25-30 clients and 5-6 crore AUM in equity.

- Experience : Prior experience in banking or broking industries with a strong track record in managing HNI client AUM.

Required Skills :

- Capital Market Knowledge : In-depth understanding of capital markets.

- Portfolio Management : Proficient in managing client portfolios.

- Financial Planning : Strong skills in financial planning and advisory.

Note : The role requires direct sales capabilities, with a focus on acquiring and managing high-net-worth clients and achieving sales targets.

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