RM-ADVISOR/PCG ADVISOR

A RM-ADVISOR/PCG ADVISOR, often found in financial institutions like Anand Rathi or Aditya Birla Money, manages client relationships, provides investment advice, and drives sales growth. Key responsibilities include analyzing portfolios, offering tailored investment solutions, conducting financial planning, ensuring client satisfaction, and meeting sales targets. These roles also involve building and maintaining client relationships, generating Assets Under Management (AUM), and cross-selling products like mutual funds and insurance.
Core Responsibilities:
Client Relationship Management:
Building and maintaining strong relationships with clients, understanding their financial needs, and providing personalized service.
Investment Advice:
Providing expert advice on various investment options, including equities, derivatives, currencies, and commodities, based on client profiles and market trends.
Sales and Revenue Generation:
Driving sales growth by acquiring new clients and activating existing ones through effective advisory services and cross-selling other products.
Portfolio Management:
Monitoring and managing client portfolios, tracking performance, and making adjustments as needed.
Client Acquisition and Retention:
Actively seeking new clients and retaining existing ones through proactive engagement, regular meetings, and addressing queries and complaints promptly.
Financial Planning:
Assisting clients in developing and implementing financial plans to achieve their long-term financial goals.
Product Knowledge:
Developing a strong understanding of various investment products and services offered by the company.
Compliance and Reporting:
Ensuring compliance with regulatory requirements and maintaining accurate records of client interactions and transactions.

SALARY :AS PER THE BANKING NORMS