Designation:
Client Relationship Manager-PCG Advisory
Vertical:
Private Client Group
Location:
Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ Hyderabad
As a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets.
Responsibilities:
- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
- Creation of revenue & Activation of clients through effective Advisory.
- Cross selling of other products like Mutual fund, PMS, Insurance.
- Handling Queries & complains of client's & solving it within TAT.
- Acquiring new clients & retaining the old clients by periodic meetings.
- Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
Qualification & Experience:
- MBA/ PGDM/ Post Graduate degree in Finance or a related field.
- NISM/NCFM certificate or equivalent certification relevant to stock markets.
- Minimum 1 year of experience in a stock broking company or a similar financial institution.
- Strong understanding of Capital Markets, Investment Products, Portfolio Management and Industry Regulations.
- Proficiency in MS Excel and other relevant software.
- Strong Analytical skills and attention to detail.
- Excellent communication and interpersonal skills.
- Ability to work well under pressure and in a fast-paced environment.
If your profile matches the above requirement, please share your updated CV to
