Relationship Manager - PCG Desk - HNI - Financial Services House

My client is leading financial services house based in Mumbai. They are looking for Relationship Manager for their PCG desk.

Experience: 4-10 years

Location: Mumbai

Job Description:

Acquiring high value relationships into the Preferred Client group in equity segment.

Managing Large Trader Clients/Big Ticket Client Acquisition & service.

Managing relationship of super HNI clients, retaining & enhancing advisory relationship

Managing relationships of HNI clients, retaining & enhancing advisory relationships.

To generate revenue from existing as well as from mapped new clients.

To execute cross sell efforts as per focus of the organization at any given point in time.

To keep one self -updated on the financial markets, advisory products and in services particular.

Candidate Profile:

Must have experience in working in PCG Desk (Private Client Group) handling HNI relationships for Equity.

Should be stable in their career path.

Present/ previously worked in HNI Broking/PCG Desk.