VP - Relationship Manager - Private Client Group

- Handled critical PCG Client base. Deliver Financial Advice to client, proposing strategies to achieve short- and long-term objective for Investments, Insurance, and estate planning with minimal risk.

- Increasing AUM, Net Sales and Market Share.

- Recommending Investments and Insurance product as per the client risk profile, their requirement and goal.

- Regular Portfolio Review for Mapped client and ensure maximum client satisfaction by providing exceptional and personalized service to each client.

- Increasing Investment AUM and TDs of the mapped book.Building, Maintaining and cementing relationship to promote schemes across counters.

- Providing information, marketing support, best in class sales and service support to distributors on a regular basis with aim to improve their business experience.

- Providing information, support, best in class service support to client on a regular basis with aim to improve their banking experience.

- Organizing training programs, presentations and Fund Manager conference calls.

- Maintain regular MIS worksheet and forwarding the reports on a day-to-day basis to senior management.