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