Senior Client Relationship Professional

6 days ago


Bengaluru Bangalore Kolkata Mumbai, India beBeeRelationshipBuilder Full time ₹ 8,00,000 - ₹ 12,00,000

Job Title: Client Relationship Manager

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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.

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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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