RM - PCG

Job description
Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
Individually handling clients with the book size of 25 lacs & above.
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.

Locations:- Mumbai, Hyderabad, Chennai, Bangalore, Kolkata, Pune, Ahmedabad, Delhi, chandigarh, Nagpur,

Role: Relationship Manager
Industry Type: Financial Services (Broking)
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Banking Operations
Education
UG: Any Graduate
PG: Any Postgraduate
Doctorate: Doctorate Not Required
Key Skills
Skills highlighted with ‘‘ are preferred keyskills