Bajaj Financial Securities - PCG Elite Relationship Manager

Key Responsibilities:

- Client Acquisition: Aim to bring on board 4 new HNI/UHNI/PCG clients, each with a minimum AUM of Rs.25 lakhs from (job city) and its neighbouring regions to support regional growth.

- Client Management: Proactively manage client relationships. Keep them updated on market changes and adjust portfolios accordingly to meet personal targets and drive ongoing revenue growth.

- Sales Activities: Promote equity and financial products (Mutual Funds/Equity Advisory/AIF/PMS/Structured Products/FD/ LAS / Insurance etc.) to enhance branch profitability.

- MTF Book Development: Build and grow the Margin Trading Facility (MTF) client portfolio consistently each month.

- Trading Account Activation: Facilitate the activation of clients' trading accounts in the system to optimize volume and brokerage revenue, while educating new market participants about market dynamics.

- Client Engagement Monitoring: Track daily client activities.

- Query Resolution: Ensure timely resolution of client inquiries within the established turnaround time (TAT).

- Customer Relationship Management: Conduct regular client meetings and nurture strong relationships.

Required Skills and Knowledge:

Qualifications:

- Over 5 years of experience in the Broking/Wealth industry, with at least 2 years of recent experience managing UHNI/PCG clients and established relationships within the sector.

- Relevant NISM and other regulatory certifications.

- Strong understanding of Equity, Debt, Market Participants, and various Exchanges.

- MBA from a recognized institution; CA/CFA is an added advantage.

Skills:

- In-depth product knowledge and a solid understanding of capital markets.

- Excellent communication and presentation skills.

- Strong interpersonal abilities.

- Highly motivated and a self-starter.