Relationship Manager - Private Client Group - Bank

About the client:

- Company Name: Client of Upgrad Rekrutindia

- Industries: Real Estate / Property

- Company Type: Forbes Global 2000

- Funding Stage: Acquired

- Headquarter Location: Maharashtra

- Nature of Offering: Service

- Founding Year: 2017

- No of Employees: 1001-5000

Responsibilities :

1) Acquire HNI / UHNI, Pvt Client Group (PCG) Clients with references from existing clients and other market references.

2) Sell products - MF, PMS, Equity, AIF, Insurance, Structure Products, and Corporate Deposits/ Bonds.

3) Regular meetings with Active clients, converting the dormant clients into active ones.

4) To improve Market share in Trading and Delivery calls through our advisory calls for the clients

5) Generate brokerage revenues by advising various trading and stock ideas based on the market pulse to the clients.

Functional / Technical Skills :

1. Good Knowledge of capital market

2. Portfolio Management

3. Financial Planning

Behavioral Skills :

1. Go get the Approach

2. Customer Relationship

3. Customer Satisfaction