PCG - Relationship Manager

Anand Rathi Share and Stock Brokers Ltd; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Anand Rathi Share and Stock Brokers Ltd is seeking a direct sales professional in Bengaluru to acquire HNI clients and drive sales across mutual funds, insurance, PMS and structured products. The role emphasizes leveraging market intelligence and existing relationships to grow AUM.

The ideal candidate will have banking/broking exposure and a proven track record of managing HNI portfolios, including 12-15 crore AUM in equity and related investment products.

Qualifications

• Direct sales profile, acquire quality base HNI clients through networking, database, and market intel.
• Promote Focus Product of the month.
• Experience from banking/broking and managing bank AUM of HNI clients.
• Have 12-15Cr of AUM in Equity & Investment products.

Responsibilities

• Acquire HNI clients and sell MF, Insurance, PMS, and structured products.
• Manage bank AUM for HNI clients and leverage local market intelligence.
• Promote Focus Product of the month.

Skills

HNI client acquisition

AUM management

Banking/broking experience

Product promotion

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