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Senior Manager - PCG & Wealth Management - Broking & Portfolio Company

5 - 9 yrs
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Not Disclosed by Recruiter Openings: 1 Posted 30+ days ago Job Applicants: 102 Job Views: 588

Job Description

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

    2. 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.

    3. Will be primarily responsible for identifying, and souring clients in equity broking.

    4. Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL,HL, LAS and so on.

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

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

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

    8. Provide regular updates to the immediate superior as and when required.

Salary: Not Disclosed by Recruiter

Industry: Insurance

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Investment Banking

Role:Wealth Manager

Employment Type: Full Time, Permanent

Keyskills

Education-

UG: Any Graduate - Any Specialization

PG:Any Postgraduate - Any Specialization

Company Profile:

Prodigy Recruitment Consulting (OPC) Pvt. Ltd

Client of Prodigy Recruitment & Consulting (OPC) Pvt. Ltd.
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Job Posted by

Narendra Kumar Founder / Director Prodigy Recruitment & Consulting (OPC) Pvt. Mumbai

6860 followers

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