Pcg Relationship Manager

AnandRathi; Karnataka; On-site; INR 800,000 - 1,400,000; Full time

Job summary

AnandRathi in Karnataka seeks a direct sales professional to grow a high-net-worth client base. The role focuses on acquiring quality HNI clients through networking, databases, and market intelligence.

You will promote Focus Product of the month and actively sell mutual funds, insurance, PMS, and structured products. The candidate should have banking and broking experience and manage AUM targets.

Qualifications

• Direct sales to HNI clients through networking, databases and market intelligence.
• Acquire and manage 25–30 high-net-worth clients.
• Promote Focus Product of the month and sell MF, Insurance, PMS, and structured products.
• Experience in banking and broking with AUM targets (5–6 crore equity).

Responsibilities

• Acquire quality HNI clients and grow the AUM base.
• Promote Focus Product of the month and related investment offerings.
• Leverage local market intelligence to identify opportunities.
• Manage client relationships and achieve AUM targets across equity and investment products.

Skills

HNI Acquisition

Networking

Relationship management

Banking experience

Broking experience

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 have 12-15CR of AUM with him/her into Equity & Investment Product
• Min. 25-30 client candidate managing.
• Min AUM 5-6cr from Equity