Relationship Manager-PCG

AnandRathi; Delhi, New Delhi; Presencial; INR 1.800.000 - 2.800.000; Jornada completa

Descripción de la vacante

AnandRathi in Kolkata is seeking an Assistant Manager & above for the PCG RM role to directly acquire quality HNI clients through networking, databases and market intelligence.

The candidate should manage 25–30 clients with a minimum AUM of 25 crore across Equity, MF, Insurance, PMS and structured products; 12–15 crore AUM in Equity required.

Formación

• Graduate or post graduate degree
• 5–12 years of relevant experience
• Experience handling HNI clients or relationships

Responsabilidades

• Directly acquire quality HNI clients through networking, databases and market intelligence.
• Maintain a strong own client base with awareness of local market trends.
• Promote the Focus Product of the Month.
• Acquire HNI clients and sell MF, Insurance, PMS and structured products.
• Experience in banking/broking with managing bank AUM for HNI clients.
• Handle 12–15 crore AUM in Equity/investment products.
• Manage 25–30 clients at minimum.
• Minimum AUM of 25 crore from equity

Conocimientos

Capital markets knowledge

Portfolio management

Financial planning

Educación

Graduate or Post Graduate

Descripción del empleo

Job Specifications ProfilePCG RM

DesignationAssistant Manager & abovePRIMARY JOB RESPONSIBILITIES

• 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 25cr from Equity

This position reports toPCG-Desk HeadAcademic requirementsGraduate Or Post GraduateLocationKolkataExperience 5-12 YearsRelevant experience5-7 YearsTeam handling experience NAFUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIREDFunctional / Technical Skills

1. Good Knowledge of capital market
2. Portfolio Management
3. Financial Planning

Behavioral Skills

1. Go get the Approach
2. Customer Relationship
3. Customer Satisfaction

AGE GROUP PREFERRED2535 YearsCompetency KRA RSR45%Non Broking Revenue (NB RSR)15%Monthly Client Meeting (As per CRM)10%New Broking Family Acquisition Yearly (min. 10 lakhs Cash or 25 lakhs stock transfer per family)15%New Family Revenue (Broking Revenue RSR)15%