01Overview
JD PCG Relationship Manager
Greetings from Avani Consulting!
We are hiring for the position of PCG Relationship Manager for a leading financial services organization in Bangalore.
Key Responsibilities
- Generate broking revenue through advisory and client engagement
- Cross-sell investment products such as Mutual Funds, PMS, AIF, and other financial products
- Acquire new clients and reactivate dormant clients
- Generate interest income through LAS, EMF, and IPO funding
- Provide portfolio advisory and asset allocation solutions
- Ensure excellent client servicing and relationship management
- Maintain high client activity and engagement levels
Desired Candidate Profile
- 4-8 years of experience in financial services / wealth management
- Strong knowledge of:
- Equity
- Derivatives
- Commodity & Currency Markets
- Mutual Funds
- PMS & AIF products
- NISM & AMFI certifications preferred
- Solid communication and interpersonal skills
- Client-focused and target-driven approach
Location Kolkata/Delhi
Compensation 8-12LPA
Openings 10Positions
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