Relationship Manager - PCG - Advsiory
Relationship Manager - PCG - Advsiory
Skill Lab Services- Posted 12 hours ago
- Be among the first 10 applicants
Job Description
Key Responsibilities
- Execute trades on behalf of clients, aligning with their investment strategies and preferences.
- Provide our research advisory to the clients based on the client profile to generate income and build MTF book
- Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares
- Acquire new clients while maintaining and nurturing long-term relationships with existing clients.
- Conduct client meetings to review portfolio performance.
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