A Naukri Group company
Login చేయండిHire Local Staff
A Naukri Group companyLogin చేయండిHire Local Staff
50,000 - 50,000 /నెల
Thikapace Consulting India Private Limited
సివిల్ లైన్స్, రాయపూర్
ఫీల్డ్ అమ్మకాలు లో 3 - 6+ ఏళ్లు అనుభవం
ఫుల్ టైమ్
We're Hiring | Preferred Relationship Manager (PRM)
📍 Experience: 312 Years
🎓 Qualification: B.Com / MBA / CA / CFA
💼 Level: Manager / Senior Manager / AVP / DVP
Key Responsibilities:
Acquire and manage HNI clients and their investment portfolios.
Drive business development through networking, referrals, and client acquisition.
Provide tailored investment solutions across Equity, Mutual Funds, PMS, AIF, Bonds, PE, and other asset classes.
Understand client financial goals, risk appetite, and asset allocation needs.
Generate a minimum of 2X revenue and 100X AUM of CTC within the first 12 months.
Required Skills:
Strong understanding of financial products, wealth management, and investment planning.
Proven experience in managing HNI client portfolios.
Excellent relationship management, communication, and interpersonal skills.
Preferred: MBA / CA / CFA / NISM V-A certification.
