Pcg - Sales
1 month ago
**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 responsible for primarily selling Equity based investment products.
**4. **Cross-Sell of Third party products like Mutual Funds, Assets (from KMBL), Bonds, PMS & Structured products.
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Pcg - Pcg Sales Trader
1 month ago
India Kotak Securities Full time**Key responsibilities and accountabilities 1. To ensure active management of clients & achieve the target active AUM 2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options 3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4....
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Pcg Elite Sales
1 month ago
India Corporate Steps Full time**PCG Elite Sales**: **Sales & Marketing **:Corporate Steps **Duties/ Roles & Responsibilities -** - Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation, and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile. - Showcase the entire product suite of Kotak...
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Elite Sales Rm
4 weeks ago
India Kotak Securities Full time**KEY RESPONSIBILITIES AND ACCOUNTABILITIES** 1. Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile. 2. Showcase entire product suite of “Kotak Group” to existing clients and growing their assets...
