Multiple Roles - PCG - Equity Sales - Securities Firm

Please find the JD for PCG Sales for Securities company in Delhi,Pune,Mumbai,Hyderabad,Chennai,Bangalore,Coimbatore.

JD for PCG Sales - Multiple roles at different level

- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.

- 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.

- Will be responsible for primarily selling Equity based investment products.

- Cross-Sell of Third party products like Mutual Funds, Assets (from KMBL), Bonds, PMS & Structured products.

- Responsible for achieving targets as assigned by the organization on a monthly basis.

- Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix.

- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

- Provide regular updates to the immediate superior as and when required.

Mariyambee Shaikh
Elixir Consulting (a Gi Group Company)
Phone: +91 022-4051 6668/ Extn-6668