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Private Client Group RM (PCG RM)

3 - 8 YearsPune, Ahmedabad

Posted: 37 days ago

Job Description

Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.

Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.

Cross Selling of other financial products like MF and Structured products

Will be responsible for primarily selling Equity based investment products.

Responsible for achieving targets as assigned by the organization on a monthly basis.

Understands clients risk profile and maximizes the risk vs. reward balance
for individual clients by optimizing product mix.

Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

Provide regular updates to the immediate superior as and when required

Interested Candidates can mail their cv on

Salary: Not Disclosed by Recruiter
Industry: Banking / Financial Services / Broking
Functional Area: Sales, Retail, Business Development
Role Category: Channel Sales
Role: Client Relationship Manager
Employment Type: Permanent Job, Full Time

Company Profile

Forret India Private Limited
Forret India was founded in 2008 with a strong perspective of providing better services and quality staff to customers. Forret India is one of the India's leading providers of executive search consulting services. The organization has rapidly advanced towards excellence by providing credible Placement Consultancy and Recruitment Services. Inspired by the positive feedbacks of Employers as well as the Employees, placed by us, we aim to act as a bridge between them and help in building a long lasting and mutually profitable professional relationship among them.
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Contact Details

Contact Company:Forret India Private Limited