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PCG Sales


Source:
TIMESJOBS.COM
Location:
Pune, MH
Date:
19-11-2016
Job Code:
58328244
Categories:
  • Banking & Finance
Applying for this job will take you to an external site
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Job Details

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.Will be responsible for primarily selling Equity based investment products.Cross-Sell of Third party products like Mutual Funds, Assets (from KMBL), Bonds, PMS & Structured 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.Provide regular updates to the immediate superior as and when required.Skills & KnowledgeGraduate with 5 - 10 years / Post graduate from a premier institute with 2 - 5 yrs exp in direct sellingShould have good communication & presentation skills.May have good existing client relationships in the market.Should be a self-starter, proactive & target oriented.Should possess strong networking & relationship building skills
Degree: MBA/ PGDM

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 5-10

Requirements

Channel Sales | Client Servicing | Corporate Sales | Counter Sales
Applying for this job will take you to an external site

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