Pcg - relationship manager ( team lead )

Direct sales profile so candidate should be able to acquire quality base HNI clients through
networking, database, and market intelligence.
· He/she should have a maximum number of own clients relationship and he/she should be
aware of local market intelligence.
· Promote Focus Product of the month.
· Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure
Products.
·. Candidate should have experience from banking and broking industries and managing bank
AUM of HNI Clients.
· Candidate should be having 12-15 CR of AUM with him/her into Equity & Investment Product
· Min. 25-30 client candidate managing.
· Min AUM 5-6cr from Equity