Relationship Manager-Private Client Group

4 weeks ago

delhi, India Cholamandalam Securities Limited Full time

Job Description:


Designation: Relationship Manager

Vertical: Private Client Group

Location: Chennai / Bangalore / Hyderabad / Delhi NCR / Kolkata / Pune


As a Sales 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:

  • Achieve revenue target of 3x Cost.
  • 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:

  • Postgraduate / MBA 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

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