SVP / VP / AVP / Relationship Managers
ConfidentialBengaluru / Bangalore, Ahmedabad, Mumbai30+ days ago
Job descriptionAcquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Advising UHNI / HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. Handling Queries & complains of client's & solving it within TAT. Should apply deep market understanding & Advance strategies to increase book size & revenue. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Coordinate with Third Party Product Manufacturers, and all the stake holders.
Skills Required
Client Management, Financial Analysis, Strategic Planning, Market Research, Risk Assessment
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Relationship Manager • Bengaluru / Bangalore, Ahmedabad, Mumbai
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