Relationship Manager - Private Client Group - Banking

- Managing Private Client Group Elite relationship for company in Pune. Having all type of banking, Investments and financial products for my PCG clients for fulfilling there all financial requirements.

- Overall focus on all investments products which include mutual funds, structured products, insurance (Life and General) Alternate Investment Fund (AIF), PMS, and all banking and asset products.

- Client servicing is play very big role in this job profile. Portfolio Updation and tracking for clients.

- Providing time to time investment advisory and given them proper investments solutions as per there requirement.

- Managing big corporate clients for their funding requirements through various loan products like working capital, cash credit limits, loan against property, term loan, business loan etc.

- Acquiring new clients through references of existing clients.

Desired Candidate Profile

- Currently managing a large Book / AUM

- Consistent performer enjoying an excellent reputation in market.

- Excellent connectivity with client to take them along.

- Not a frequent job change.

- Excellent communication and presentation skill.