Senior PCG Advisor

tation Enterprise Llp; Ahmedabad District; On-site; INR 600,000 - 900,000; Full time

Job summary

tation Enterprise Llp is seeking a Relationship Manager in Ahmedabad to manage and grow relationships with affluent clients. This role involves advising clients on their investment portfolios and tracking new client acquisition opportunities.

The ideal candidate is highly motivated and able to work collaboratively within a team. Responsibilities include conducting market research and coordinating with product teams for investment decisions.

If you are looking to excel in the financial services industry, apply today!

Qualifications

• Strong ability to maintain and build client relationships.
• Experience in advising clients on investment opportunities.
• Ability to conduct market research for client acquisition.

Responsibilities

• Manage and develop relationships with affluent clients.
• Advising clients on their financial portfolios.
• Coordinating with teams for investment decisions.

Skills

Client relationship management

Investment advising

Market research

Team collaboration

Financial analysis

Job description

Job Description

JOB DESCRIPTION

• The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
• Maintaining client relationships and generate AUM from preferred clients.
• Advising Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.
• Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
• Research, investigate and update clients on available investment opportunities / financial market trends to determine whether they fit into clients portfolios.
• Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients.
• Conduct and assist in organizing seminars, workshops and other business development activities.

Employment Category:

Employment Type: Full time

Industry: Financial Services

Role Category: Sales / BD

Functional Area: Not Specified

Role/Responsibilities: Senior PCG Advisor

Contact Details:

Company: tation Enterprise Llp

Location(s): Ahmedabad

Ability to work in a team environment with members of varying skill levels. Highly motivated. Learns quickly.