8 Pcg Sales Jobs

Drive Sales Initiatives: Develop and maintain long-term relationships with wealth counters and PCG counters to drive sales and increase Axis Mutual Fund's market share. Product Understanding: Understand client financial goals, risk tolerance, and investment preferences. Relationship Management: Manage existing and potential Private Wealth Channel relationships. Work to increase their allocation to Axis products by understanding their needs and providing tailored solutions. Channel Engagement: Organize and participate in engagement and promotional activities to strengthen relationships with channel partners. Proactive Communication: Regularly communicate and update channel partners about the ...

Drive Sales Initiatives: Develop and maintain long-term relationships with wealth counters and PCG counters to drive sales and increase Axis Mutual Fund's market share. Product Understanding: Understand client financial goals, risk tolerance, and investment preferences. Relationship Management: Manage existing and potential Private Wealth Channel relationships. Work to increase their allocation to Axis products by understanding their needs and providing tailored solutions. Channel Engagement: Organize and participate in engagement and promotional activities to strengthen relationships with channel partners. Proactive Communication: Regularly communicate and update channel partners about the ...

Job Profile- PCG Advisor Senior Location-Hyderabad Job Purpose Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets Key Deliverables 1. Ensure timely advice to customers for Equity and Derivative markets 2. Portfolio Review to be done monthly with clients for deepening the Client relationship. 3. Ensure adherence to Compliance process for advice given 4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP 5. Daily meetings to be done with existing clients and ne...

Role & responsibilities The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and also inhouse products launched by Sharekhan from time to time Servicing to existing/ new acquired HNI clients of Sharekhan One Segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time. Min 5 years of work experience...

Role & responsibilities The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and also inhouse products launched by Sharekhan from time to time Servicing to existing/ new acquired HNI clients of Sharekhan One Segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time. Min 5 years of work experience...

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...

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 smoo...

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...