Senior Financial Relationship Manager

2 days ago

Kolkata Bengaluru Bangalore Mumbai, India beBeeClient Full time ₹ 8,00,000 - ₹ 12,00,000
Job Title

SVP/VP/AVP Relationship Managers PCG

  • Main Responsibilities:
  • • Acquire and service UHNI HNI clients for PCG having a book size of Rs.25 lac and above.
  • • Achieve revenue targets through broking/trading (viz. equity, derivatives, currency & commodity markets) and cross-selling third-party products like mutual funds, PMS, AIFs.
  • • Manage existing books and apply deep market understanding and advance strategies to increase book size and revenue.
  • • Upsell and look for opportunities to guide large customers to diversify their investment portfolios by advising them on suitable products like mutual funds, PMS, IAP, insurance.
  • • Understand client profiles and suggest portfolio/asset allocation.
  • • Improve and maintain client activity ratios by activating clients across segments.
  • • Coordinate with third-party product manufacturers and stakeholders.
  • • Have knowledge of equity/stocks/shares trading/dealing, equity advisory, risk, regulation, investments products - mutual funds, PMS, AIF, structured products.
Candidate Profile

Qualifications:

  • Graduate or postgraduate degree.
  • Good understanding and knowledge of equity, derivatives, commodity & currency segment, MF, PMS, AIF, and all related products.
  • Deep understanding of micro & macro factors and expertise in stock, sector, and overall market (global & domestic).

Skills:

  • Excellent communication and interpersonal skills.
  • Ability to work in a team environment.
  • Strong analytical and problem-solving skills.
  • Knowledge of financial markets and products.

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