Job Description: We are seeking a dynamic and experienced PCG RM to join our team. The ideal candidate will be responsible for acquiring quality-based HNI clients through effective networking, leveraging databases, and staying updated with market intelligence. They should possess a substantial portfolio of their own client relationships and demonstrate a deep understanding of local market dynamics. Key Responsibilities: Acquire and manage HNI clients, focusing on mutual funds, insurance, PMS, and structured products. Promote the Focus Product of the month to clients, ensuring comprehensive understanding and engagement. Utilize industry expertise to manage bank AUM for HNI clients effectively. Maintain and grow AUM, specifically targeting Equity and Investment products, with a minimum AUM of 25-30 CR. Manage a portfolio of 20-25 client relationships, ensuring high-quality service and satisfaction. Collaborate with internal teams to optimize client solutions and drive business growth. Requirements: Bachelor’s degree in Finance, Business Administration, or related fields. Proven track record (7-12 years) in the banking and broking industries, specializing in HNI client acquisition and management. Strong knowledge of Equity markets and Investment products, with a minimum AUM of 15-20 CR from Equity. Excellent communication and interpersonal skills, with the ability to build rapport and trust with HNI clients. Demonstrated ability to meet and exceed sales targets in a competitive environment. Proficiency in MS Office and CRM software. Benefits: Competitive salary package with performance incentives. Comprehensive healthcare benefits and retirement plans. Opportunities for career advancement and professional development. Dynamic work environment with a focus on innovation and client-centric solutions.
Job Title
Relationship Manager