PCG Relationship Manager

Roles & Responsibilities : Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile. Showcase entire product suite of company Group to existing clients and growing their assets across Mutual funds,...

Roles & Responsibilities :Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile.Showcase entire product suite of company Group to existing clients and growing theirassets across Mutual funds, PMS/AIF...

Roles & Responsibilities :Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile.Showcase entire product suite of company Group to existing clients and growing theirassets across Mutual funds, PMS/AIF...

Roles & Responsibilities :Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile.Showcase entire product suite of company Group to existing clients and growing theirassets across Mutual funds, PMS/AIF...

Roles & Responsibilities :Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile.Showcase entire product suite of company Group to existing clients and growing theirassets across Mutual funds, PMS/AIF...

Greetings from up Grad Rekrut!!!! One of the leading broking house is looking out for their PCG RM & Team Lead (PCG-Private Client Group) catering to HNI/UHNI for their wealth investment needs with average ticket size of 1cr and above. Key responsibilities and accountabilities  Accountable for implementing an integrated plan which addresses wealth...

Greetings from upGrad Rekrut!!!!One of the leading broking house is looking out for their PCG RM & Team Lead (PCG-Private Client Group) catering to HNI/UHNI for their wealth investment needs with average ticket size of 1cr and above.Key responsibilities and accountabilities Accountable for implementing an integrated plan which addresses wealth creation,...

Greetings from upGrad Rekrut!!!!One of the leading broking house is looking out for their PCG RM & Team Lead (PCG-Private Client Group) catering to HNI/UHNI for their wealth investment needs with average ticket size of 1cr and above.Key responsibilities and accountabilities Accountable for implementing an integrated plan which addresses wealth creation,...

Greetings from upGrad Rekrut!!!! One of the leading broking house is looking out for their PCG RM & Team Lead (PCG-Private Client Group) catering to HNI/UHNI for their wealth investment needs with average ticket size of 1cr and above. Key responsibilities and accountabilities  Accountable for implementing an integrated plan which addresses wealth...

Greetings from upGrad Rekrut!!!! One of the leading broking house is looking out for their PCG RM & Team Lead (PCG-Private Client Group) catering to HNI/UHNI for their wealth investment needs with average ticket size of 1cr and above. Key responsibilities and accountabilities  Accountable for implementing an integrated plan which addresses wealth...

Roles & Responsibilities :Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile.Showcase entire product suite of company Group to existing clients and growing theirassets across Mutual funds, PMS/AIF...

Greetings from upGrad Rekrut!!!!One of the leading broking house is looking out for their PCG RM & Team Lead (PCG-Private Client Group) catering to HNI/UHNI for their wealth investment needs with average ticket size of 1cr and above.Key responsibilities and accountabilities Accountable for implementing an integrated plan which addresses wealth creation,...

**Urgent hiring for #Leading Broking Industry.** **Experience: Min 5yr experience in same profile from the same industry.** **Salary: Upto 10 lacs.** **Qualification: Any Graduate.** **AREA OF RESPONSIBILITY**: 1.The primary responsibility of Relationship Manager is to Generate Broking Revenue. 2.Cross Sell third party products such as Mutual Funds, PMS...

Position / Business Accountability: At the micro level the role involves: Achievement of Revenue numbers through Corporate Business Development. Customer Acquisition Function. Corporate Market Mapping. Building a sustainable Sales pipeline. Relationship Management with Clients. Building strong network within Insurers / TPA. Representing Howden among the...

Suba Solutions Private Limited is seeking a highly skilled and experienced Digital Relationship Manager to join our team. As a key member of our sales team, you will be responsible for driving business growth through effective digital relationship management and CRM operations.The successful candidate will have a strong understanding of CRM software and...

Relationship Manager/Senior Relationship Manager Experience required : 4 Years + Job Description : 1. Trading on behalf of the clients 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) 4. Client meetings and bank...

Job Description SUMMARY: - The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals...

As a key member of the DBS Consumer Banking Group, you will be responsible for delivering exceptional volume and revenue performance by acquiring and engaging with high net worth individuals (HNIs) through a need-based approach. Your primary objective is to ensure client coverage and product penetration through cross-sell and up-sell of DBS products and...

Teceze is seeking a dynamic and results-driven Client Relationship Manager to manage day-to-day client interactions, nurture relationships, and drive account growth. This individual will be instrumental in addressing client requests, upselling IT services, and ensuring outstanding client satisfaction.Key Responsibilities:1. Client Relationship...

About the RoleThe Relationship Development Manager will be the primary point of contact for key clients, responsible for understanding their individual needs and addressing those effectively. This includes identifying opportunities for further sales within existing client bases.