PCG - Cat 2Equity SalesN.A.- Acquisition RM
Published date: 2026/11/07
- Location: Ahmedabad, Gujarat, India
KEY RESPONSIBILITIES AND ACCOUNTABILITIES
1.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 enhancementachieved through an in-depth analysis of the client's profileso as to identify opportunities and match these opportunities to products/ solutions provided by the organization.
3.Will be responsible for primarily selling Equity based investment products.
4.Cross-Sell of Third party products like Mutual Funds, Assets (from KMBL), Bonds, PMS & Structured products.
5.Responsible for achieving targets as assigned by the organization on a monthly basis.
6.Understands clients risk profile and maximizes the 'risk vs. reward' balance for individual clients by optimizing product mix.
7.Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
• Provide regular updates to the immediate superior as and when required.
JS for PCG Sales
SKILLS & KNOWLEDGE
• Graduate with - 10 years / Post graduate from a premier institute with - 5 yrs exp in direct selling
• Should have good communication & presentation skills.
• May have good existing client relationships in the market.
• Should be a self-starter, proactive & target oriented.
• Should possess strong networking & relationship building skills
1.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 enhancementachieved through an in-depth analysis of the client's profileso as to identify opportunities and match these opportunities to products/ solutions provided by the organization.
3.Will be responsible for primarily selling Equity based investment products.
4.Cross-Sell of Third party products like Mutual Funds, Assets (from KMBL), Bonds, PMS & Structured products.
5.Responsible for achieving targets as assigned by the organization on a monthly basis.
6.Understands clients risk profile and maximizes the 'risk vs. reward' balance for individual clients by optimizing product mix.
7.Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
• Provide regular updates to the immediate superior as and when required.
JS for PCG Sales
SKILLS & KNOWLEDGE
• Graduate with - 10 years / Post graduate from a premier institute with - 5 yrs exp in direct selling
• Should have good communication & presentation skills.
• May have good existing client relationships in the market.
• Should be a self-starter, proactive & target oriented.
• Should possess strong networking & relationship building skills
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