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Location

Bangalore | India

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Job description

Job Description:

Designation :

Client Relationship Manager Vertical:

Private Client Group Location:

Chennai / Bangalore / Hyderabad / Delhi NCR

As a Client Relationship Manager for the PCG Business you will be responsible for acquiring new clients and building relationships. Become a one stop shop for all the client's investment needs.

RESPONSIBILITIES Actively prospect and engage in client acquisition efforts to grow the business. Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs. Perform regular portfolio reviews to ensure client investment objectives are met. Attend team meetings and contribute to the team's success by sharing experiences and client feedback. Maintain a high-level of product knowledge and stay informed with industry trends and changes. Sell and distribute products such as IAP, Mutual funds, Portfolio Management Services, Alternate Investment Fund, Insurance, and Bonds.

QUALIFICATION & EXPERIENCE:

Graduate / Postgraduate in Finance / Marketing. Proven track record of 3 - 6 years of meeting revenue targets and client acquisition with a Bank or a Full-Service Stock Broking House. Strong understanding of Capital Markets, Investment Products, Portfolio Management and Industry regulations. Experience in managing and mentoring diverse teams, driving their professional growth and fostering a collaborative culture. Demonstrated ability to navigate complex regulatory environments and ensure compliance with relevant laws and regulations. Excellent communication skills, with the ability to present complex concepts in a clear and concise manner to diverse stakeholders.

If your profile matches the above requirement, please share your updated cv to [email protected]

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Job tags

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Salary