Senior Advisor - Relationship Manager - Priority Client Group

Senior Advisor - Relationship Manager - Priority Client Group

Location: Noida

- Catering services to HNI & PCG clientele.

- Achieve the targets on time as set by the organization and at times above the expectations.

- Handle corporate and promoter holdings.

- Focus on various financial products i.e. LAS, IPO Funding, Margin Funding, Loan against properties, Housing loans etc.

- Advising on the equity portfolio as per the research reports and stocks recommended by the organization.

- Updating the client on timely basis on the portfolio and also on the latest happening on the Indian as well as the global markets.

- Generate revenue consistently for the organisation.

- Ensure that each HNI customer is taken through a process of “Financial Planning” to know their risk appetite and investment potential to serve the right product to the right customer.

- Develop & Implement Business Strategy of the PCG desk and ensure profitability for the desk.

- To build and maintain healthy business relations with high net worth, corporate & institutional clients, ensure high customer satisfaction by delivering quality service

Candidate above 9lacs fixed ctc please dont apply.

For any further clarification you can call on below number between 9am-6pm

Tanzila
JumpStart Consulting
Ph.No.: 08425818965