Profile:- PCG RM

Designation:- Assistant Manager & above

PRIMARY JOB RESPONSIBILITIES

- Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.
- He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.
- Promote Focus Product of the month.
- Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products.
- .Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients.
- Candidate should be having 12-15CR of AUM with him/her into Equity & Investment Product
- Min. 25-30 client candidate managing.
- Min AUM 5-6cr from Equity

This position reports to:- PCG-Desk Head Academic requirements:- Graduate Or Post Graduate

Location:- Delhi

Experience :- 5-12 Years

Relevant experience:- 5-7 Years

FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIRED

Functional / Technical Skills

1. Valuable Knowledge of capital market

2. Portfolio Management

3. Financial Planning

Behavioral Skills

1. Go get the Approach

2. Customer Relationship

3. Customer Satisfaction

📌 PCG- RM (New Delhi)
🏢 ANANDRATHI
📍 New Delhi