Relationship Manager - PCG Wealth

Job Description:

Role Expectations:

RM is required to have knowledge & expertise in equity derivates markets as well as have client relationships in the said geography.

S/he is able to pitch & acquire UHNI/ Family offices clients (typical ticket size is 5 Crs.+ Per Account & above) & pitch clients the bouquet of structured products, MFs, AIFs, PMS, etc.

Role Responsibilities:

- Instrumental in Increasing the client base, revenue and market share by adding to the Pool of UHNI, Large Self Trader clients and corporate customers.

- Ensure effective client management and retention by maintaining relationships across the set of HNI clients and Corporate investors.

- Aim to maximize the wallet share of the client through equity and cross sell products like Alternative Investments, Fixed Income, Forex, PMS, AIFs etc.

- Maintain multi product focus and equally drive, Cross Sell Investment Products to attain clients needs and desired. Profitability from Cross Sell segment to existing and new clients.

- Exhibit high level of business acumen to achieve optimum Risk to Reward.

- Liaise with internal teams like Risk, Operations etc. for smooth functioning of the business.

Functional & Behavioural Competencies:

- Adherence to Corporate & Regulatory Governance Risk framework.

- Strong Capital Markets Knowledge Cash, F&O, Currency.

- Expertise in Structured & Wealth products MFs, PMS, AIFs, SP etc., and the nuances of product structuring and customizations for HNWI client segments.

- Hunger/Passion to grow business, problem solving skills.

- Social Intelligence.