Pcg Advisor and Relationship Manager
7 hours ago
Company Description
Anand Rathi is a leading full-service investment bank founded in 1994, offering a wide range of financial services and wealth management solutions to institutions, corporations, high-net-worth individuals, and families. The firm has expanded to over 350 locations across India, with international offices in Dubai, Hong Kong, and New York. Founded by Mr. Anand Rathi and Mr. Pradeep Gupta, the company employs over 4,000 professionals worldwide. The Anand Rathi group offers services ranging from investment services across asset classes to private wealth, institutional equities, investment banking, insurance broking, and NBFC. We have a strong client base with over 6.5 Lac registered customers and 1850+ direct employees, offering high-tech digital apps and platforms alongside physical touch points.
Role Description
This is a full-time on-site role for a PCG Advisor and Relationship Manager (Sales) and Advisory, located in Delhi, India. The PCG Advisor and Relationship Manager will be responsible for managing client relationships, providing investment advice, and offering tailored financial solutions. The day-to-day tasks include developing and implementing sales strategies, conducting market research, identifying client needs, and continuously engaging with clients to ensure satisfaction and optimal service.
Qualifications
- Experience in Client Relationship Management and Sales
- Strong knowledge of Financial Markets and Investment Strategies
- Proficiency in conducting Market Research and Analysis
- Excellent Communication and Interpersonal Skills
- Ability to develop and implement effective Sales Strategies
- Bachelor's degree in Finance, Business, or related field
- Relevant certifications such as CFP, CFA, or equivalent are a plus
- Proven track record in achieving sales targets
- Ability to work independently and collaboratively within a team
- High level of integrity and professionalism
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