Relationship Manager - PCG Group - Financial Services (5-17 yrs)

The role expectations

RM is required to have knowledge & expertise in equity derivates markets as well as have client relationships in the said geography.

S/he is able to pitch & acquire UHNI/ Family offices clients (typical ticket size is 5 Crs.+ Per Account & above) & pitch clients the bouquet of structured products, MFs, AIFs, PMS, etc..

Role Responsibilities:

Instrumental in Increasing the client base, revenue and market share by adding to the Pool of UHNI, Large Self Trader clients and corporate customers.

Ensure effective client management and retention by maintaining relationships across the set of HNI clients and Corporate investors.

Aim to maximize the wallet share of the client through equity and cross sell products like Alternative Investments, Fixed Income, Forex, PMS, AIFs etc.,

Maintain multi product focus and equally drive Cross Sell Investment Products to attain clients needs and desired Profitability from Cross Sell segment to existing and new clients

Exhibit high level of business acumen to achieve optimum Risk to Reward

Liaise with internal teams like Risk, Operations etc. for smooth functioning of the business.