Senior Relationship Manager-PCG

AnandRathi; Kolkata District; In loco; INR 900.000 - 1.500.000; Tempo pieno

Descrizione del lavoro

AnandRathi is seeking a Profile - PCG RM Designation - Assistant Manager & above, to drive direct sales with HNI clients in Kolkata. You will build and manage relationship portfolios, promote focused products, and leverage banking/broking experience to grow AUM in equity and investments.

The role requires 5-12 years of relevant experience, a graduate degree, and strong market knowledge. You will report to the PCG-Desk Head and manage a subset of high-net-worth clients with a focus on revenue

Competenze

• Good knowledge of capital market.
• Portfolio management.
• Financial planning.

Mansioni

• Direct sales profile to acquire quality base HNI clients through networking, database, and market intelligence.
• Maintain maximum number of own client relationships and stay aware of local market intelligence.
• Promote Focus Product of the month.
• Acquire HNI clients and sell MF, Insurance, PMS, and structured products.
• Leverage experience from banking and broking to manage bank AUM of HNI clients.
• Hold 12-15CR of AUM in Equity & Investment products.
• Manage 25-30 clients.
• Achieve minimum AUM of 25cr from Equity.

Conoscenze

Capital market knowledge

Portfolio management

Financial planning

Formazione

Graduate or Post Graduate

Descrizione del lavoro

Job Specifications

Profile - PCG RM Designation - Assistant Manager & above

PRIMARY 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 to PCG-Desk Head

Academic requirements - Graduate Or Post Graduate

Location - Kolkata

Experience - 5-12 Years

Relevant experience 5-7 Years

FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIRED Functional / 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 Years

Competency KRA

RSR 45%

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%