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Relationship Manager PCG AdvsiorySkillLabs • Jaipur, Rajasthan, India
Relationship Manager PCG Advsiory

Relationship Manager PCG Advsiory

SkillLabs • Jaipur, Rajasthan, India
30+ days ago
Job description
Key Responsibilities: 1. Execute trades on behalf of clients aligning with their investment strategies and preferences. 2. Provide our research advisory to the clients based on the client profile to generate income and build MTF book 3. Promote and cross-sell third-party investment products including Insurance Mutual Funds (MF) PMS SIP AIF Bonds Fixed Deposits (FD) Unlisted Shares 4. Acquire new clients while maintaining and nurturing long-term relationships with existing clients. 5. Conduct client meetings to review portfolio performance.
Employment Type : Full Time
Experience: years
Vacancy: 1
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Relationship Manager PCG Advsiory • Jaipur, Rajasthan, India

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