PCG Relationship Manager - Sales - Financial Services (5-12 Yrs) Kolkata (BFSI Sales)

Job Title : PCG Relationship ManagerExperience Required : 5-12 yearsCTC : 18 LPA uptoLocation : KolkataWork Mode : On-siteQualification : Graduate or Post GraduatePrimary Skills : Relationship ManagementJob Description :- Client Acquisition : Acquire and manage high-net-worth individuals (HNI) clients through networking, databases, and market intelligence.- Client Relationships : Maintain and enhance relationships with a significant client base; possess strong local market knowledge.- Product Promotion : Promote and sell focus products of the month.- Product Sales : Sell mutual funds (MF), insurance, portfolio management services (PMS), and structured products.- AUM Management : Manage a portfolio with 12-15 crore AUM in equity and investment products, with a minimum of 25-30 clients and 5-6 crore AUM in equity.- Experience : Prior experience in banking or broking industries with a strong track record in managing HNI client AUM.Required Skills :- Capital Market Knowledge : In-depth understanding of capital markets.- Portfolio Management : Proficient in managing client portfolios.- Financial Planning : Strong skills in financial planning and advisory.Note : The role requires direct sales capabilities, with a focus on acquiring and managing high-net-worth clients and achieving sales targets. (ref:updazz.com)

Payroll Type : Permanent