- Relationship Manager / Senior Manager / Associate Vice President (PCG Sales) (4-10 yrs)
Our Client is an India's Top Broking & Financial Institution & Advisory Services Org more than 25 years in Wealth Creation & Prestigious Award Organization in India.
Job Profile :
JD :
- Have a strong client base of medium or large enterprises and should be able to move a large part of those clients book size, Candidate will be responsible for Sales of PCG accounts acquisition for equity, commodity and currency.
- Responsible for third party business also like MF and PMS.
- Need to maintain relations with his clients and with the team members.
- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with Ultra High Net worth clients
- Needs to get/acquire PCG Clients for broking and equity relate products.
Department : PCG - Equity Advisory
Job Specification :
- Candidate would be primarily responsible for a handling a select group of HNI & Ultra HNI national & NRI clients, by providing them exceptional, specialized & individualized advice towards managing their Equities investment & trading portfolio, thereby achieving targeted revenue & client service norms.
- Besides managing the Equities Investment & Trading portfolio of the existing clients, the job will also entail continuous coordination with Wealth Management team & other internal & external sources for generating leads & acquiring clients for servicing.
Person Specifications :
- Very strong passion on stock markets & client servicing / relationships.
- Excellent communication skills and HNI clients servicing
- Educational specifications: Post Graduate / CA / MBA (Finance) / CFA
Key Skill Areas :
- Investment & Trading Advisory.
- Knowledge on Stock Markets, Fundamentals, Technical's etc..
- Client Relationship & Servicing Skills
Learning for you :
- Exposure to state of the art technology, processes, knowledge & access to high quality professionals in the industry
- Exposure to high quality research & learning environment
- Non-biased, apolitical, meritocracy based environment where growth opportunities are unlimited
We required following details from your side along with the updated resume.
You- re Current CTC (Salary you drawn per Annam + Variable etc.) :
Salary Expectations :
Notice Period :
Any Reason for Change :
Please feel free to call us on following no's anytime on the following no's.
Sujata Singh,Director & Managing Partner,Career Management Services
Mobile - 0882 800 1720 | 0922 340 6463
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