PCG - Relationship Manager

AnandRathi; Bengaluru; On-site; INR 500,000 - 900,000; Full time

Job summary

AnandRathi is seeking a direct sales profile to acquire quality base HNI clients through networking, databases, and market intelligence in Bengaluru. The role requires building a large own client base and leveraging local market insights to promote Focus Product of the month.

The candidate should be able to acquire HNI clients and sell MF, Insurance, PMS, and structured products, with prior banking and broking industry experience.

Qualifications

• Experience in banking and broking industries preferred.
• Able to manage AUM of HNI clients.
• Ability to acquire high-net-worth clients through networking, databases, and market intelligence.

Responsibilities

• Acquire HNI clients and promote Focus Product of the month.
• Sell mutual funds, insurance, PMS, and structured products to HNI clients.
• Maintain relationships with existing clients and manage AUM targets (5–6 cr equity).
• Leverage local market intelligence to grow client base and assets under management (AUM).
• Target 25–30 clients with AUM 12–15 cr across equity and investment products.

Skills

HNI client acquisition

Relationship building

Networking

Job description

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