Relationship Manager- PCG

Profile

PCG RM

Designation

Assistant Manager & above

PRIMARY JOB RESPONSIBILITIES

• Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.
• He / she should have a maximum number of own clients relationship and he / she should be aware of local market intelligence.
• Promote Focus Product of the month.
• Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products.
• Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients.
• Candidate should be having 12-15CR of AUM with him / her into Equity & Investment Product
• Min. 25-30 client candidate managing.
• Min AUM 5-6cr from Equity

This position reports to

PCG-Desk Head

Academic requirements

Graduate Or Post Graduate

Location

Kolkata

Experience

5-12 Years

Relevant experience

5-7 Years

Team handling experience

FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIRED

Functional / Technical Skills

Behavioral Skills

AGE GROUP PREFERRED

25—35 Years

Competency KRA

Non Broking Revenue (NB RSR)

Monthly Client Meeting (As per CRM)

New Broking Family Acquisition Yearly (min. 10 lakhs Cash or 25 lakhs stock transfer per family)

New Family Revenue (Broking Revenue RSR)