To apply: Share your resumes on shriyam.y@mitrhr.com and sneha.g@mitrhr.com
📍 Location: Bangalore
🧠 Experience: 5–12 Years (Minimum 5 Years in Broking Industry with Good Stability)
🎓 Qualification: Graduate/Postgraduate
🗂️ Industry Preference: Broking/Banking
🔹 Role Summary:
We’re seeking a seasoned PCG Relationship Manager to lead direct sales initiatives and manage a high-value portfolio of HNI clients. The ideal candidate will bring deep expertise in equity and investment products, a strong existing AUM base, and the ability to drive consistent revenue growth.
🔹 Key Responsibilities:
- Acquire and grow HNI client base through networking, referrals, and market outreach.
- Promote and sell financial products: Mutual Funds, Insurance, PMS, Structured Products.
- Maintain a book of 12–15 Cr AUM, including at least ₹5–6 Cr in equity investments.
- Manage 25–30 HNI clients, ensuring personalized relationship management.
- Drive monthly targets, product focus campaigns, and cross-selling initiatives.
- Participate in new client acquisition through equity transfers or fresh investments.
- Deliver a superior client experience through regular meetings, updates, and proactive service.
- Meet individual and desk-level revenue targets across broking and non-broking products.
🔹 Core Skills Required:
Functional Skills:
- Strong understanding of capital markets, financial planning, and portfolio management.
- Experience managing bank AUM and client assets across products.
- Ability to pitch and close high-ticket investment solutions.
Behavioral Traits:
- Go-getter mindset with sales orientation.
- High client service focus and interpersonal communication.
- Ability to work independently and under pressure.