Pcg Elite Sales
19 hours ago
**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 Group to existing clients and grow their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities, and Consumer or Business Asset/Loan products.
- Deliver solutions to clients based on their investment profile in consultation with the product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines.
- Proactively advise and consult with the clients explaining the types of financial services available, and educate them about investment options and potential risks.
- Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.
- Achieve revenue objectives as assigned by the organization.
- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
**Skills**:
**Requirements**:
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