Relationship Manager - PCG client
ConfidentialHyderabad / Secunderabad, Telangana, India4 days ago
Job descriptionEducational Qualification : Postgraduate degree required. Experience : Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a strong understanding of financial products and market trends. Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. Certification : NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must.
Roles and Responsibilities
- Execute trades on behalf of clients, aligning with their investment strategies and preferences.
- Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.
- Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP).
- Acquire new clients while maintaining and nurturing long-term relationships with existing clients.
- Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement.
Preferred Candidate Profile
Skills Required
Client Acquisition, Equity Dealing, Financial Products
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Relationship Manager • Hyderabad / Secunderabad, Telangana, India