Job Description
Job description
Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
Individually handling clients with the book size of 25 lacs & above.
Creation of revenue & Activation of clients through effective Advisory.
Cross selling of other products like Mutual fund, PMS, Insurance.
Handling Queries & complains of client's & solving it within TAT.
Acquiring new clients & retaining the old clients by periodic meetings.
Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
Locations:- Mumbai, Hyderabad, Chennai, Bangalore, Kolkata, Pune, Ahmedabad, Delhi, chandigarh, Nagpur,
Role: Relationship Manager
Industry Type: Financial Services (Broking)
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Banking Operations
Education
UG: Any Graduate
PG: Any Postgraduate
Doctorate: Doctorate Not Required
Key Skills
Skills highlighted with ‘‘ are preferred keyskills
Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
Individually handling clients with the book size of 25 lacs & above.
Creation of revenue & Activation of clients through effective Advisory.
Cross selling of other products like Mutual fund, PMS, Insurance.
Handling Queries & complains of client's & solving it within TAT.
Acquiring new clients & retaining the old clients by periodic meetings.
Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
Locations:- Mumbai, Hyderabad, Chennai, Bangalore, Kolkata, Pune, Ahmedabad, Delhi, chandigarh, Nagpur,
Role: Relationship Manager
Industry Type: Financial Services (Broking)
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Banking Operations
Education
UG: Any Graduate
PG: Any Postgraduate
Doctorate: Doctorate Not Required
Key Skills
Skills highlighted with ‘‘ are preferred keyskills
💡 Quick Summary
Seeking a career-building opportunity? The RM - PCG position is now open for candidates interested in the Work from home Jobs sector. This role in Mumbai 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 Work from home Jobs is a plus.
