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.