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

NA

FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIRED

Functional / Technical Skills

Behavioral Skills

AGE GROUP PREFERRED

25—35 Years

Competency KRA

RSR

45%

Non Broking Revenue (NB RSR)

15%

Monthly Client Meeting (As per CRM)

10%

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

15%

New Family Revenue (Broking Revenue RSR)

15%

Skills Required

Portfolio Management, Financial Planning