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Mahejabin

HR at DSP Eminence Consultancy

Last Login: 06 May 2024

Job Views:  
80
Applications:  29
Recruiter Actions:  4

Job Code

1400799

Relationship Manager - PCG/HNI Sales & PCG/HNI Advisor

3 - 10 Years.Mumbai/Ahmedabad/Gujarat
Posted 1 month ago
Posted 1 month ago

Job Description PCG Sale - this JD is only for your reference, not proper job decryption

ROLES & RESPONSIBILITIES:

- The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.

- Maintaining client relationships and generating AUM from preferred clients.

- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Track the Affluent & Super Affluent Client segment in the market for new client acquisition

- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops and other business development activities.

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Posted By

user_img

Mahejabin

HR at DSP Eminence Consultancy

Last Login: 06 May 2024

Job Views:  
80
Applications:  29
Recruiter Actions:  4

Job Code

1400799

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