PCG Sales Manager
3 weeks ago
Key Responsibilities:
- Client Acquisition: Acquire high net worth individual clients through networking, market intelligence, and database management.
- Product Promotion: Promote Focus Product of the month.
- Sales Skills: Sell Mutual Funds, Insurance, Portfolio Management Services, and structured products to clients.
- Candidate should have experience managing bank assets under management (AUM) for high net worth clients.
Performance Metrics:
- Minimum client management: 12-15 CR of AUM in Equity & Investment Products.
- Minimum AUM: 5-6 CR from Equity.
About the Role:
The ideal candidate will be a seasoned professional with a strong background in banking and broking industries, capable of managing relationships with high net worth clients and driving sales growth.
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