[13/05/2024] Client Relationship Manager
3 weeks ago
Vertical: Private Client Group
Location: Chennai/ Bangalore/ Kolkata/ Pune/ Delhi/ Hyderabad
As a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets.
Responsibilities:
- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.- Creation of revenue & Activation of clients through effective Advisory.- Cross selling of other products like Mutual fund, PMS, Insurance.- Handling Queries & complains of client's & solving it within TAT.- Acquiring new clients & retaining the old clients by periodic meetings.- Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
Qualification & Experience:
- MBA/ PGDM/ Post Graduate degree in Finance or a related field.- NISM/NCFM certificate or equivalent certification relevant to stock markets.- Minimum 1 year of experience in a stock broking company or a similar financial institution.- Strong understanding of Capital Markets, Investment Products, Portfolio Management and Industry Regulations.- Proficiency in MS Excel and other relevant software.- Strong Analytical skills and attention to detail.- Excellent communication and interpersonal skills.- Ability to work well under pressure and in a fast-paced environment.
If your profile matches the above requirement, please share your updated CV to
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