Client Relationship Manager

Designation: Client Relationship Manager-PCG Advisory

Vertical: Private Client Group

Location: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ Hyderabad

As a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets.

Responsibilities:

• Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
• 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.

Qualification & Experience:

• MBA/ PGDM/ Post Graduate degree in Finance or a related field.
• NISM/NCFM certificate or equivalent certification relevant to stock markets.
• Minimum 1 year of experience in a stock broking company or a similar financial institution.
• Strong understanding of Capital Markets, Investment Products, Portfolio Management and Industry Regulations.
• Proficiency in MS Excel and other relevant software.
• Strong Analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work well under pressure and in a fast-paced environment.

If your profile matches the above requirement, please share your updated CV to