About the role
PCG – Sales
Sr. No Particulars
1 Designation PCG – Sales
2 Vertical PCG
3 Qualification Post Graduate
4 Location Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi
5 Experience Minimum 3 years of expereince
6 Job
Description
• Achieve revenue targets
• Acquire new accounts per annum with a minimum margin per
account.
• Actively prospect and engage in client acquisition efforts to grow
the business.
• Build deep relationships with clients, identify their investment goals,
and offer solutions that best match their needs.
• Perform regular portfolio reviews to ensure client investment
objectives are met.
• Attend team meetings and contribute to the team's success by
sharing experiences and client feedback.
• Maintain a high-level of product knowledge and stay informed with
industry trends and changes.
• Sell and distribute products such as IAP, Mutual funds, Portfolio
management services, Alternate investment fund, insurance, and
mbonds.
7 Expectations
We are hiring enthusiastic individuals who want to build their career
managing investments for HNI clients.
Prioritise building relationships and acquiring new HNI Clients. Conduct
regular portfolio reviews to ensure client investment objectives are met. Sell
a range of financial products, including IAP, mutual funds, PMS, AIF’s,
insurance, and bonds. Possess strong knowledge of financial products and
stay updated on market trends. Actively prospect and engage in client
acquisition efforts, building deep relationships, and offering tailored
solutions. Contribute to team success through active participation in
meetings and sharing client feedback.