Wealth/ PCG RM - Mumbai & Pune
Job Description:
Roles and Responsibilities:
- Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
- Manage clients through client visits, suggest financial products to the clients and achieve business targets.
- Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & acquiring new clients.
- Candidates should have experience of managing / acquiring wealth & HNI Customers.
Required Profile:
- Should have at least 3 Years of experience handling Wealth & Investment Product Sales.
- Any Graduate / Post Graduate with relevant Experience.
- Good relationship management and service focus skills.
- Good communication and presentation skills.
- Investment Product knowledge is mandatory.
Offered Benefits / Facilities :
- Aggressive incentive structure & Pay-outs, including international travel contests based on your performance.
- Emphasis on your learning and development, with comprehensive product and other training initiatives.
Key Skills :
- Wealth
- Client Relationship
- Relationship Management
- Hni
- Hni Acquisition
- Fd
- Fixed Deposits
- Mutual Fund
- Equity
- Pms
- Aif
- Uhni
- Pcg Relationship Manager
- Pcg Rm
- Private Client Group Rm
- Wealth Relationship Manager
- Private Wealth Rm
- Wealth Manager
- Investment Relationship Manager
- Investment Advisor
- Investment Product
- Equity Relationship Manager
- Hni Clients
- Affluent Clients
- Family Offices
- Equity Broking
- Cash Market
- Derivatives
- Stock Broking
- Revenue Generation
- Margin Funding
- Ipo
- Bonds
- Wealth Products
- Client Acquisition
- Aum Acquisition
- Porfolio
- Aum Growth
- Brokerage Revenue
- Book Size
- Portfolio Management
- Private Banker
- Private Banking
- Private Wealth Manager
- Investment Counselor
- New Money
- Reit
- Private Equity
- Venture Capital
- Product Mix
Company Profile
A leading independent financial services institution in India, with over three decades of experience and deep expertise across Wealth Management, Investment Banking, and Institutional Equities.
With a strong presence across global financial markets and operations in multiple countries, the organisation combines international perspective with deep local market expertise to deliver personalised financial solutions to its clients.
The organisation works with HNI, UHNI, institutional and corporate clients, offering sophisticated investment and financial solutions designed to help clients create, preserve and grow wealth over the long term.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.