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6 days ago
Job Title: Client Relationship Manager
">This is a challenging role where you will be responsible for acquiring and servicing high net worth individuals (HNIs) and ultra-high net worth individuals (UHNIs) with a book size of Rs. 25 lac and above.
">Key responsibilities include:
">Acquiring and servicing HNI/UHNI clients for the Private Client Group (PCG)">Achieving revenue targets through broking/trading in equity, derivatives, currency, and commodity markets, as well as cross-selling third-party products such as mutual funds (MF), portfolio management services (PMS), and alternate investment funds (AIFs)">Managing existing client books to increase their size and revenue through deep market understanding and advanced strategies">Upselling and cross-selling products to clients to diversify their investment portfolios and bring stability and longevity">Understanding clients' profiles and suggesting optimal portfolio/asset allocation">Improving and maintaining client activity ratios by activating clients across various segments">Coordinating with third-party product manufacturers and other stakeholders">Having knowledge of equity/stocks/shares trading/dealing, equity advisory, risk regulation, and investments products - mutual funds, PMS, AIF, structured products, and wealth management">Having skills in private client group, PCG, stock broking, equity trading, dealing, share trading dealing, and wealth management">Required Skills:
">Pvt. Client Group">Stock Broking">Equity Trading">Dealing">Share Trading Dealing">Wealth Management">Benefits:
">Competitive compensation package">Opportunities for career growth and professional development">Collaborative and dynamic work environment">Others:
">Ability to work in a fast-paced environment">Strong communication and interpersonal skills">Proficiency in Microsoft Office and other relevant software">Keyword: RelationshipBuilder
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