Relationship Manager - Private Client Group Advisor & Partner Alliance - Bank

Relationship Manager PCG (Pvt Client Group) Advisor & Partner Alliance

1) Advising Ultra HNI clients on equity, derivatives, currency & commodity markets. Managing large customers with book size of 25lacs & above.

2) Building strong rapport with Business associate to bring business scalability and quality servicing. Moreover, focusing on customer & BA longevity with MOFSL by focusing more on research & deep knowledge based advise

3) Helping BA to scale existing base & revenue through quality service & Showcasing future opportunity

4) Will be given existing book to manage - should apply deep market understanding & Advance strategies to increase book size & revenue

5) Will be responsible to meet large customers and BA on regular basis

6) Will be responsible for executing - profiling of mapped large customers & BA by conducting in depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable

7) Creating large option book along with revenue & maximum activation of BA customers though quality advisory

8) Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity