Senior PCG Advisor @ tation Enterprise Llp

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Senior PCG Advisor

tation Enterprise Llp
10 Positions
Ahmedabad
1 day ago
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Job Description

JOB DESCRIPTION

- The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.

- Maintaining client relationships and generate AUM from preferred clients.

- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Track the Affluent & Super Affluent Client segment in the market for new client acquisition

- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops and other business development activities.

Employement Category:

Employement Type: Full time
Industry: Financial Services
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Senior PCG Advisor

Contact Details:

Company: tation Enterprise Llp
Location(s): Ahmedabad

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Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

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