PCG Sales Wealth NRI desk

3 days ago

Mumbai, Maharashtra, India Kunvarji Group Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Company Description

Founded in 1960, Kunvarji has grown into a leading conglomerate known for its commitment to trust, integrity, and excellence. With over six decades of experience, the company has a diversified presence in Wealth Solutions, Agri Commodities, Real Estate Advisory, Merchant Banking, Tech Solutions, and Insurance Broking. Headquartered in Ahmedabad, Gujarat, Kunvarji has a national and global footprint. At Kunvarji, individuals have opportunities to express their purpose and contribute innovative ideas, with support from inspiring leaders and peers.

Job Description –
Corporate / PCG Sales-Wealth  

Position: 1

Location: Ahmedabad

CTC – 5 - 6 lac

Role Description

  • Consultative Sales to Large/Mid-Size Corporate / HNI in Gujarat.
  • Responsible for developing new clients and ensuring consistent flow of new revenue for the company.
  • Manage & build relationships with existing clients for upselling new products such as Mutual Funds, PMS, Bank & Corporate deposits, Government Securities, Corporate Bonds, Equities, Insurance and real estate etc.relevant to their needs & scouring new prospective relationships to boost company top line.
  • Partner across the firm to utilize current relationships to deliver other Lines of Business.
  • Deliver & contribute to WTW though leadership to existing clientele & prospects.

  • Ensure timescales & deliverable are met in the sales process and ensure that post-sales servicing is as per WTW standards.

  • The Requirements

  • 5+ years' experience in corporate general insurance ,mutual fund ,PMS ,fix income etc…
  • Candidate will accountable for new business opportunities and Retain allocated set of client relationships for P&C Ahmedabad/Gujrat region.
  • Must have good knowledge of wealth products
  • Must have good Communication skills & must be fluent in local language.

Interested candidate can send cv on or whatapp

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