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Hiring PCG Sales

2.00 to 7.00 Years   Mumbai City   05 Sep, 2023
Acme Services Private Limited
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Job descriptionThe Relationship Manager will be responsible for bringing their existing clients (Affluent& Super Affluent) and building a strong client book.Maintaining client relationships and generating AUM from preferred clients.Advising Affluent clients on their Investments and managing their overall financialportfolio and deepening the wallet from existing clientsTrack the Affluent & Super Affluent Client segment in the market for new clientacquisitionTo research, investigate and update them on available investmentopportunities/financial market trend to determine whether they fit into clientsportfolios.To coordinate with the product and research team (Centralize CFP Team) for takinginvestment decisions for the clients.To conduct and assist in organizing seminars, workshops and other businessdevelopment activities.

Keyskills :
financesalesrelationship management

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