Relationship Manager - Sales - PCG

Will be responsible to manage HNI/Ultra-HNI clients and family offices by offering customized wealth management solutions, advisory, and broking services. This role involves end-to-end advisory, client acquisition, cross-selling, and dealing responsibilities, ensuring value addition to clients.

- Sourcing of HNI clients for Investment Products like Portfolio Management Services (PMS), AIFs, Mutual Funds, Fixed Income, Insurance and Broking A/Cs.

- Achieving the Business targets assigned for AUM and Revenue, by upscaling and deepening the High Net Worth relationships.

Key Deliverables :

1. Client sourcing for Investment Products - PMS/AIF/MFs , Insurance and Broking Accounts.

2. Achieving the AUM, Insurance and revenue targets on monthly and quarterly basis.

3. Daily meetings to be done with existing clients and new prospects for business.