Job Specifications

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 25cr from Equity





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

Location - Kolkata

Experience - 5-12 Years

Relevant experience 5-7 Years

FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIRED Functional / Technical Skills

1. Good Knowledge of capital market
2. Portfolio Management
3. Financial Planning

Behavioral Skills

1. Go get the Approach
2. Customer Relationship
3. Customer Satisfaction

AGE GROUP PREFERRED2535 Years

Competency KRA

RSR 45%

Non Broking Revenue (NB RSR) 15%

Monthly Client Meeting (As per CRM) 10%

New Broking Family Acquisition Yearly (min. 10 lakhs Cash or 25 lakhs stock transfer per family) 15%

Current Family Revenue (Broking Revenue RSR)15%

📌 Senior Relationship Manager-PCG (Kolkata)
🏢 ANANDRATHI
📍 Kolkata