Pcg - Cat 2 equity Sales n.a.- Acquisition Rm
1 week ago
**KEY RESPONSIBILITIES AND ACCOUNTABILITIES
**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.
**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.
**JS for PCG Sales
**SKILLS & KNOWLEDGE
1. Graduate with 5 - 10 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
-
Wealth RM
7 days ago
Ahmedabad, India Scope4job LLP Full time € 6,00,000We’re Hiring – Multiple Open Positions! Looking to grow your career in the financial and investment domain? Join our expanding team across Gujarat, Maharashtra, and Goa ! Open Roles Sales Relationship Managers (Broking Division) – Multiple openings Experience: 1–4 years | CTC: Up to ₹6 LPA Equity Dealers – Multiple openings Experience: 1–3...
-
Wealth RM
6 days ago
Ahmedabad, India Scope4job LLP Full timeWe’re Hiring – Multiple Open Positions! Looking to grow your career in the financial and investment domain? Join our expanding team across Gujarat, Maharashtra, and Goa ! Open Roles Sales Relationship Managers (Broking Division) – Multiple openings Experience: 1–4 years | CTC: Up to ₹6 LPA Equity Dealers – Multiple openings Experience: 1–3...
-
Cluster Manager PCG Sales
1 week ago
Ahmedabad, India KG Engineering & Consultancy Full timeJob Description – Cluster Manager/Team Leader – HNI Sales SUMMARY: - The Cluster Manager-Wealth is the ultimate face of the business. (S) He is going to be the responsible for generating business from the client with the help of team. (S) He would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 RMs & retaining such...
-
Cluster Manager PCG Sales
1 week ago
Ahmedabad, India KG Engineering & Consultancy Full timeJob Description – Cluster Manager/Team Leader – HNI Sales SUMMARY: - The Cluster Manager-Wealth is the ultimate face of the business. (S) He is going to be the responsible for generating business from the client with the help of team. (S) He would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 RMs & retaining such...
-
Cluster Manager PCG Sales
1 week ago
ahmedabad, India KG Engineering & Consultancy Full timeJob Description – Cluster Manager/Team Leader – HNI Sales SUMMARY: - The Cluster Manager-Wealth is the ultimate face of the business. (S) He is going to be the responsible for generating business from the client with the help of team. (S) He would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 RMs & retaining such...
-
Cluster Manager PCG Sales
1 week ago
Ahmedabad, India KG Engineering & Consultancy Full timeJob Description – Cluster Manager/Team Leader – HNI Sales SUMMARY: - The Cluster Manager-Wealth is the ultimate face of the business. (S) He is going to be the responsible for generating business from the client with the help of team. (S) He would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 RMs & retaining such...
-
Cluster Manager PCG Sales
7 days ago
Ahmedabad, India KG Engineering & Consultancy Full timeJob Description – Cluster Manager/Team Leader – HNI Sales SUMMARY: - The Cluster Manager-Wealth is the ultimate face of the business. (S) He is going to be the responsible for generating business from the client with the help of team. (S) He would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 RMs & retaining such...
-
Pcg Sales
2 weeks ago
Ahmedabad, India Kapil Consultancy,Ahmedabad Full timeTitle - PCG Sales Department - Sales - PCG Level - M3, M2 Location - Metros Area of operation - Sales **Purpose of Role** Responsible for third party business also like MF and PMS. Need to maintain relations with his clients and with the team members. Educational Qualifications - Graduation Prior Experience - 3+ years Domain Knowledge - Knowledge...
-
RM IP
1 week ago
Ahmedabad, India KG Engineering & Consultancy Full timeSr RM/RM Investment Products Investment Products Reporting to: Cluster Manager The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity...
-
VP/ AVP/ Relationship Manager
3 weeks ago
Ahmedabad, Jaipur, Delhi NCR, India Quick Turtle Full timeJob Description VP/ AVP/ Relationship Managers- PCG (Private Client Group) 1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling...
