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HR at Phillip Capital
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PhillipCapital - Manager - Sales (2-5 yrs)
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
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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