Relationship Manager – PCG in a leading fianancial Co.

From 3 to 8 year(s) of experience
₹ 5-15 Lacs P.A.

Job Description

Roles and Responsibilities

It is direct sales profile so candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence.
Promote Focus Product of the month
Maintain records of business on internal software CRM etc.
Candidate should be able to acquire HNI Clients and able to sell MF, PMS, Structure Products
Candidate should have minimum experience of around 5years from banking and broking industries and managing bank AUM of HNI Clients

Desired Candidate Profile

  • Candidate should be having 12-15CR of AUM with him/her into Equity & Investment Product
  • Min. 25-30 client candidate managing.
  • Min AUM 5-6cr from Equity

# Currently must be in HNI / UHNI financial sales
# Consistent performer enjoying an excellent reputation in market.
# Excellent connectivity with client to take them along.
# Not a frequent job change.
# Excellent communication and presentation skill.
# Hands on experience in acquiring HNI Clients and able to sell MF, Insurance, PMS, Structure Products

Industry preferred: Banking, NBFC & Wealth Management

Perks and Benefits

Incentive best in industry


UG:Any Graduate

PG:Any Postgraduate

Company Profile

Fortune Human Capital (P) Ltd

Our client is a pioneer Stock Broking and leading Wealth Management Co. having diversified interest and dominant presence in financial business.

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Company Info
View Contact Details+

Recruiter Name:Hr department

Contact Company:Fortune Human Capital (P) Ltd


Reference Id:PCG-RM



5-15 Lacs P.A.

Role Category:

Trading, Asset & Wealth Management


Wealth Manager

Employment Type:

Full Time, Permanent