Pcg sales(South) Apex Services. Hiring For One of the Leading Broking Firm

4.0 - 9.0 years

0 - 0 Lacs

bangalore

On-site

Dear Candidate, Greetings From "APEX SERVICES" Role- HNI Dealer CTC- upto- 10 LPA + incentive + Other benefit Roles and Responsibilities: Client Acquisition and On-boarding: Identify, prospect, and on-board new clients through networking, referrals, and market research. Conduct meetings with potential clients to understand their financial objectives and introduce suitable financial products. Ensure a seamless on-boarding process for new clients, including KYC compliance and account Sales and Revenue Generation: Achieve quarterly targets for client acquisition and revenue generation. Cross-sell and upsell financial products such as equity, derivatives, mutual funds, fixed-income products, and insurance. Actively promote brokerage services to increase trading volumes and client participation. Relationship Management: Build and maintain long-term relationships with new and existing clients by offering personalized financial solutions. Regularly communicate with clients to provide updates on market trends, investment strategies, and portfolio performance. Resolve client queries and ensure satisfaction with the companys services. Skills: 2-5 years of experience in client acquisition, sales, or business development in the financial services or broking industry. Proven track record of meeting or exceeding sales and acquisition targets. Strong knowledge of financial markets, trading platforms, and broking products. Excellent communication, negotiation, and interpersonal skills. Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991680640.

Posted 6 days ago

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PCG Relationship Manager Bajaj Financial Securities

4.0 - 6.0 years

10 - 14 Lacs

Mumbai

Work from Office

What You'll Be Doing: Client Acquisition & Growth: Aim to onboard 4 new HNI/UHNI/PCG clients each month from your base city and nearby regions. Your efforts will directly fuel regional expansion. Client Relationship Management: Build and maintain strong client relationships. Stay proactive - keep clients updated on market movements and adjust portfolios to align with their financial goals. Sales & Advisory: Promote a range of financial products like Mutual Funds, Equity Advisory, AIFs, PMS, Structured Products, FDs, and LAS to drive revenue and profitability. MTF Book Expansion: Grow the Margin Trading Facility (MTF) portfolio consistently - month after month. Account Activation: Ensure smooth activation of client trading accounts. Guide new investors through market dynamics to build long-term engagement. Client Monitoring & Engagement: Keep an eye on daily client activities, resolve queries within defined TATs, and conduct regular review meetings to deepen relationships. Compliance First: Follow all compliance and risk management protocols. Maintain a spotless record with zero tolerance for errors. Idea Sharing: Actively communicate market insights and investment recommendations to help clients make informed decisions. What Were Looking For: Qualifications & Experience: 5+ years in the Broking/Wealth Management space, with at least 2 years focused on managing UHNI/PCG clients. Strong existing relationships in the wealth segment. Certified with NISM and other relevant regulatory credentials. MBA preferred; CA or CFA is a plus. Key Skills: Strong grasp of capital markets and financial products. Excellent communication and presentation skills. Great people skills with a client-first mindset. Energetic, self-driven, and target-oriented. This is a high-impact role designed for seasoned professionals ready to level up in wealth management and make a tangible difference in clients financial journeys

Posted 1 month ago

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Senior Manager/AVP - PCG Sales Kunvarji

5.0 - 10.0 years

10 - 20 Lacs

Pune, Delhi / NCR, Mumbai (All Areas)

Work from Office

Role & responsibilities 1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients. 2. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization. 3. Will be primarily responsible for identifying, and souring clients in equity broking. 4. Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS, ALF & Structured products. 5. Responsible for achieving targets as assigned by the organization on a monthly basis. 6. Understands clients risk profile and maximizes the - risk vs. reward- balance for individual clients by optimizing product mix. 7. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. 8. Provide regular updates to the immediate superior as and when required. Preferred candidate profile 1. Graduate with 5 - 8 years / Post graduate from a premier institute with 2 - 5 yrs exp in direct selling 2. Should have good communication & presentation skills. 3. May have good existing client relationships in the market. 4. Should be a self-starter, proactive & target oriented. 5. Should possess strong networking & relationship building skills

Posted 1 month ago

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