Posted By

user_img

Rajesh Pawar

Executive Director at Career Management Services

Last Login: 03 May 2024

2325

JOB VIEWS

19

APPLICATIONS

3

RECRUITER ACTIONS

Job Code

354461

Relationship Manager/Senior Manager/Associate Vice President - PCG Sales - BFSI

4 - 10 Years.Mumbai
Posted 7 years ago
Posted 7 years ago

- 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

Didn’t find the job appropriate? Report this Job

Posted By

user_img

Rajesh Pawar

Executive Director at Career Management Services

Last Login: 03 May 2024

2325

JOB VIEWS

19

APPLICATIONS

3

RECRUITER ACTIONS

Job Code

354461

UPSKILL YOURSELF

My Learning Centre

Explore CoursesArrow