Relationship Manager - HNI/UHNI Segment - PCG Dealing Advisory

Key Responsibilities and Accountabilities

- To ensure active management of clients & achieve the target active AUM

- To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options

- To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio

- To achieve healthy revenues without compromising on clients profitability

- To have a clear focus on client mining

- To conduct regular Client Meetings & update the same in the meeting tracker

- To attain maximum reach of investment ideas/stock calls initiated

- To assist in new client acquisition, building new relationships and increasing depth in existing relationships

- Keep abreast of the market news, financial trends and current affairs

- To attend post result concalls, analyst meets for improved client servicing

- Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL, HL, LAS and so on.

- Provide regular updates to the immediate superior as and when required.

Job Requirements : 

Qualifications : 

Graduate + MBA (Finance)

Minimum of 3-6 years of experience with 2 - 4 yrs exp in managing Ultra HNI clients.

Dealing / Punching order experience Mandatory.

Functional Competencies

- Proficiency in economics, accounting, financial statements and/or statistics

- Understanding of financial risk management strategies

- Knowledge of Capital Markets + Third party investment products like Mutual Funds, Bonds, PMS, Structured products + Asset products such as working capital loans, term loans, LAP, AL, HL, LAS and so on.

Behavioral Competencies

- Very strong communication & presentation skills.

Must have good existing HNI / Ultra HNI client relationships in the market.

- Must be a self-starter, proactive passionate & target oriented.

- Must possess strong networking & relationship building skills