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Relationship Manager - PCG
Advising Super HNI clients on Equity, Derivatives, Currency & Commodity Markets.
Individually handling clients with a book size of 25 lacs & above.
Creation of revenue & activation of clients through effective advisory.
Cross-selling of other products like Mutual Funds, PMS, and Insurance.
Handling queries & complaints of clients and resolving them within TAT.
Acquiring new clients and retaining existing clients through periodic meetings.
Profiling clients by conducting in-depth reviews of their financial requirements, analyzing information, and recommending portfolios.
Monitoring & enhancing advisors' advising skills through call tracking, weekly targets, meetings, and conference calls.
Locations: Mumbai, Hyderabad, Chennai, Bangalore, Kolkata, Pune, Ahmedabad, Delhi, Chandigarh, Nagpur.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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