PCG Sales

Responsibilities

• Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.
• 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.
• Cross Selling of other financial products – like MF and Structured products
• Will be responsible for primarily selling Equity based investment products.
• Responsible for achieving targets as assigned by the organization on a monthly basis.
• Understands clients risk profile and maximizes the ‘risk vs. reward’ balance for individual clients by optimizing product mix.
• 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.

Candidate Profile

Bank : Wealth Managers, Relationship Manager & Acquisition Manager dealing into Premium & HNI sales

Securities, Investment & Wealth Companies : Wealth Managers, Relationship Manager & Acquisition Manager dealing into Equity Sales

Sales Professional from Premium Cars, Holiday & Airlines Industry

Pay: ₹70,000.00 - ₹100,000.00 per month

Work Location: In person