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Pcg Relationship Manager

1 month ago

Chennai, Tamil Nadu, India UpGrad Rekrut Full time
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 strategies, Structures, Alternate Assets, DirectEquity, Unlisted opportunities and Consumer or Business Asset/Loan products. Deliver solutions to clients based on their investment profile in consultation withproduct & research team.
Periodic review of client portfolios in accordance withestablished procedures and/or timelines. Proactively advise and consult with the clients explaining the types of financialservices available, educate them about investment options and potential risks. Identify potential new clients and work with them to build up a relationship with thegoal of managing their wealth. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financialservices industry.Skills required 6 – 8 years relevant work experience in a Wealth management/Private Bankingplatform. Post graduate from a premier institute. Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistentlyachieve top results.