7 Prudent Corporate House Jobs

Prudent Corporate Advisory Services Ltd is urgently hiring for the post of Relationship Manager- Direct Channel.

Location : Ahmedabad (HO)

Responsibilities:

- Core work is to advising Clients in Mutual Fund, PMS, and AIF Investments

- Deals with HNI (High Network Individual) clients ONLY.

- Other Product offering to clients are; Stock Broking, Bonds, Property, Insurance where individual RM of those Dept. supports him/her.

- Sharing Product info., Research Material, Analysis Report to clients on regular interval on Mail/Whats app and by other means of communication.

- Sharing updates on Technology Platforms of Company, Its features so as to Push clients to use online platform.

- Upgrading Product knowledge, Presentation Skill by attending seminars and presentations from Industry Veterans.

- Organizing Client Group meets at regular interval on Product specific or Knowledge Series.

- Adding New Client base from referrals of existing client base and by doing other activities of HNI Client Acquisition Regular follow up on all leads.

- Regular meeting with clients for review of portfolio, New proposals and Broader Updates so as to maintaining personal touch with clients.

- Coordinating with allotted Customer Relationship Officer for queries of clients.

Updating Top Management for any serious queries faced by clients and possible upgradation in present service standard of company.

Interested candidates can share their updated resume on recruitment1@prudentcorporate.com