Job Description
Hi,
Greetings from Anand Rathi Financial Services!!
Location: Mumbai
Role: PCG RM
Reporting to: Head - PCG
Roles & Responsibilities:
1. It is direct sales profile so candidate should be able to acquire quality base HNI clients through networking, data base, market intelligence. And he/she should have maximum number of own clients relationship 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, Structured Products.
6. Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients.
Interested candidates please mail your resume on sa**********e@ra**i.com
Job Classification
Industry: Banking, Financial Services, Broking
Functional Area: Financial Services, Banking, Investments, Insurance,
Role Category: Financial Services/Stock Broking
Role: Financial Services/Stock Broking
Employement Type: Full time
Education
Under Graduation: Graduation Not Required, Any Graduate in Any Specialization
Post Graduation: Post Graduation Not Required, Any Postgraduate in Any Specialization
Doctorate: Any Doctorate in Any Specialization, Doctorate Not Required
Contact Details:
Company: nand Rathi Financial Services Ltd.
Location(s): Mumbai
Website: http://www.anandrathi.com
Keyskills:
wealth
hni
advisory
ultra HNI
broker
sales
broking
relationship manager
elite
relationship management
pcg
aum
high net worth
uhni
RM
acquisition