Senior Advisor - Relationship Manager - Priority Client Group
Location: Noida
- Catering services to HNI & PCG clientele.
- Achieve the targets on time as set by the organization and at times above the expectations.
- Handle corporate and promoter holdings.
- Focus on various financial products i.e. LAS, IPO Funding, Margin Funding, Loan against properties, Housing loans etc.
- Advising on the equity portfolio as per the research reports and stocks recommended by the organization.
- Updating the client on timely basis on the portfolio and also on the latest happening on the Indian as well as the global markets.
- Generate revenue consistently for the organisation.
- Ensure that each HNI customer is taken through a process of “Financial Planning” to know their risk appetite and investment potential to serve the right product to the right customer.
- Develop & Implement Business Strategy of the PCG desk and ensure profitability for the desk.
- To build and maintain healthy business relations with high net worth, corporate & institutional clients, ensure high customer satisfaction by delivering quality service
Candidate above 9lacs fixed ctc please dont apply.
For any further clarification you can call on below number between 9am-6pm
Tanzila
JumpStart Consulting
Ph.No.: 08425818965
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