PCG Relationship Manager

Department Icon Business Development / Sales
Posted: 11 months ago
3-8 years
Thrissur, Bengaluru
Business Development / Sales
work from office
Full Time

Posted: 11 months ago
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Job Description

Role & responsibilities

  • Develop and deepen relationships with Burgundy RMs mapped to him/her.
  • Ensure daily interaction with the Burgundy RM base to facilitate top on the mind recall for Broking business.
  • Ensure growth in client referrals, account opening, on-boarding, margin collection, brokerage generation and NDPMS conversions from the RM base assigned.
  • Single point of contact for all sales and service related queries for the assigned Burgundy RM base.
  • Open market acquisition of HNI Broking, NDPMS and TPD clients.

Interested candidates please share your resume nagalatha.s@axissecurities.in

Skills

Wealth ManagementPortfolio ManagementChannel SalesBroking SalesHNI Client HandlingUltra HniHNI AcquisitionBanking Channel

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About Company

AxisDirect is an online trading platform offered by Axis Securities Limited, a subsidiary of Axis Bank. It provides a range of investment options, including stocks, derivatives, mutual funds, and IPOs.

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