pcg wealth @ Raina Infovision

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pcg wealth

Raina Infovision
7 Positions
Chennai
3 days ago
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Job Description

Skills: pcg, wealth, HNI, NISM

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.
Own Book size must be above than 40 cr . ,and ticket size must be above than 40 lacs .

Employement Category:

Employement Type: Full time
Industry: NBFC ( Non Banking Financial Services )
Role Category: Investment Banking / M&A
Functional Area: Not Specified
Role/Responsibilies: pcg wealth

Contact Details:

Company: Raina Infovision
Location(s): Chennai

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Desired Industry (*):

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

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

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Raina Infovision

Raina Infovision Pvt Ltd Raina Infovision Pvt. Ltd. (RIPL) is a HR Management Consulting and Recruitment company based in India. It came into existence in the year 2012 and specializes in Out-sourcing, Recruitments, Training and Development and Tele-calling. We specialize in middle to senior man...

pcg wealth @ Raina Infovision

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pcg wealth

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