Relationship Manager-PCG-Delhi

Job SpecificationsProfileHNI-RM

DesignationDeputy Manager & above

PRIMARY JOB RESPONSIBILITIES

1. It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have a maximum number of own clients’ relationships and he/she should be aware of local market intelligence.
2. Promote Focus Product of the month
4. Maintain records of business on internal software CRM etc.
5. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products
6. Candidate should have experience in banking and broking industries and managing bank AUM of HNI Clients.
This position reports toAVP/VPAcademic requirementsGraduate is preferredLocationMumbai/Hyderabad/ChennaiExperience 5-7 YearsRelevant experience3-7 YearsTeam handling experience NAFUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIREDFunctional / Technical Skills

1. Good Knowledge of capital market
2. Portfolio Management
3. Financial Planning

Behavioral Skills

1. Lead from the front (playing captain approach)
2. Customer Satisfaction
3. Team management.

AGE GROUP PREFERRED30—40 YearsCompetency KRARSR35%Non Broking Revenue (NB RSR)15%Monthly Client Meeting (As per CRM)10%New Broking Family Acquisition Yearly (min. 10 lakhs Cash or 25 lakhs stock transfer per family)20%New Family Revenue (Broking Revenue RSR)15%