Relationship Manager PCG client

Hyderabad - India

Monthly Salary: Not Disclosed

Posted on: 6 hours ago

Vacancies: 1 Vacancy

Job Summary

Designation: Equity Advisor

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:

Educational 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.

Designation: Equity Advisor 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 a...