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Senior Manager/AVP - PCG Sales

5 - 10 years

10 - 20 Lacs

Pune, Delhi / NCR, Mumbai (All Areas)

Posted:1 day ago| Platform: Naukri logo

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Skills Required

Wealth Management pcg sales equity broking HNI Client Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

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

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Kunvarji
Kunvarji
www.kunvarji.com

Financial Services

Ahmedabad

201-500 Employees

5 Jobs

    Key People

  • Vikas Kunvarji

    Managing Director

  • Sanjay Kothari

    Chief Financial Officer

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