PhillipCapital - Manager - Sales

ocation: Mumbai

Experience in years : 2 years

Responsibilities:

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

- Cross Selling of other financial products - like MF and Structured products .

- To acquire Retail, Corporates, HNI`s, Family Offices, Small Medium Enterprises & Full time trader/Investors in Equity, Commodity, PMS & Currency Segment.

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

- Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions

- Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal

- Conduct timely and regular follow ups with the clients and tag them on broadcasts and new articles