PCG Relationship Manager Anand Rathi Financial Services Limited

About Anand Rathi Financial Services Limited

Job Description

Job Description:

We are seeking a dynamic and experienced PCG RM to join our team. The ideal candidate will be responsible for acquiring quality-based HNI clients through effective networking, leveraging databases, and staying updated with market intelligence. They should possess a substantial portfolio of their own client relationships and demonstrate a deep understanding of local market dynamics.

Key Responsibilities:

• Acquire and manage HNI clients, focusing on mutual funds, insurance, PMS, and structured products.

• Promote the Focus Product of the month to clients, ensuring comprehensive understanding and engagement.

• Utilize industry expertise to manage bank AUM for HNI clients effectively.

• Maintain and grow AUM, specifically targeting Equity and Investment products, with a minimum AUM of 25-30 CR.

• Manage a portfolio of 20-25 client relationships, ensuring high-quality service and satisfaction.

• Collaborate with internal teams to optimize client solutions and drive business growth.

Requirements:

• Bachelor's degree in Finance, Business Administration, or related fields.

• Proven track record (7-12 years) in the banking and broking industries, specializing in HNI client acquisition and management.

• Strong knowledge of Equity markets and Investment products, with a minimum AUM of 15-20 CR from Equity.

• Excellent communication and interpersonal skills, with the ability to build rapport and trust with HNI clients.

• Demonstrated ability to meet and exceed sales targets in a competitive environment.

• Proficiency in MS Office and CRM software.

Benefits:

• Competitive salary package with performance incentives.

• Comprehensive healthcare benefits and retirement plans.

• Opportunities for career advancement and professional development.

• Dynamic work environment with a focus on innovation and client-centric solutions.