Job Description
Deputy Manager - SALPL - Growth
Bajaj Finserv • Rajkot, Gujarat • via LinkedIn
18 hours ago
Full–time
No Degree Mentioned
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Job description
Location Name: Rajkot
Job Purpose
“This position is open with Bajaj Finance ltd.”Culture Anchor:Work Hard - Consistently puts in effort. plans and tracks daily progress to achieve targetsExecute with Rigor - Takes responsibility for meeting targets with focus and effortOwn It - Maintains honesty and fairness in all interactions in line with organization’s policiesAct with Integrity
Duties And R...
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Shine.com
PCG HNI Manager
Shine.com • Rajkot, Gujarat • via LinkedIn
7 hours ago
Full–time
No Degree Mentioned
Apply on LinkedIn
Job description
Roles Responsibilities
• The Relationship Manager will be responsible for bringing their existing clients (Affluent Super Affluent) and building a strong client book.
• Maintaining client relationships and generate AUM from preferred clients.
• Advising Affluent clients on their Investments and managing their overall financial
• portfolio and deepening the wallet from existing clients
• Track the Affluent Super Affluent Client segment in the market for new client acquisition
• To research, investigate and update them on available investment
• opportunities/financial market trend to determine whether they fit into clients portfolios.
• To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
• To conduct and assist in organizing seminars, workshops and other business development activities.
Desired Skill Set
• Relationship Managers with prior experience of working in a Broking/Private
• bank/wealth management set up.
• Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and
• above.
• Experience of advising clients across all asset classes.
• Candidates having good vintage in their present as well as previous companies.
• Hands on experience in HNI relationships no retail, no franchisee network, no online /telecalling sales.
This job is provided by Shine.com
💡 Quick Summary
Seeking a career-building opportunity? The PCG HNI Manager position is now open for candidates interested in the Accountant Jobs sector. This role in Rajkot offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.