Pcg Relationship Manager

AnandRathi; Delhi; On-site; INR 800,000 - 1,200,000; Full time

Job summary

AnandRathi is seeking a PCG Relationship Manager to directly source HNI clients, build relationships, and promote investment products. You will leverage networking, market intelligence, and data to acquire quality clients and grow AUM across equity and investment products.

Experience in banking/broking with HNI AUM is required, including 12-15 crore AUM and 25–30 client base. The role focuses on acquiring HNI clients, selling MF, Insurance, PMS, and structured products, and promoting Focus

Qualifications

• Must have experience in banking and broking, and managing bank AUM for HNI clients.
• Must have 12-15CR AUM in Equity & Investment Products.
• Min 25-30 clients managed.
• Min AUM 5-6CR from Equity.

Responsibilities

• Acquire quality base HNI clients through networking, database, and market intelligence.
• Promote Focus Product of the month.
• Sell MF, Insurance, PMS, and Structured Products.
• Manage HNI client relationships and grow AUM.

Skills

Direct sales

Networking

Market intelligence

Client relationship mgmt

Product promotion

Job description

Job Specifications ProfilePCG RM

• 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