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29/12 Aarti Khanna
Partner at Quick Turtle

Views:50 Applications:31 Rec. Actions:Recruiter Actions:0

Sales Role - Broking/Private Bank/Wealth Management - Private Client Group (5-15 yrs)

Metros/Ahmedabad/Bangalore/Bhubaneshwar/Chandigarh/Chennai/Cochin/Kochi/Delhi/Delhi NCR/Goa/Gurgaon/ Job Code: 250896

Private Client Group (PCG) - Broking /Private bank/ Wealth Mgmt


Job Description: 

1) KRA is based on Acquisition and revenue from acquired customers and TTP/SF products

2) Will be responsible for primarily selling Equity based investment products.

3) Cross Selling of other financial products - like MF and Structured products

4) Responsible for new client acquisition, building new relationships and increasing the depth of existing relationships with high-net-worth clients.

5) Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, and 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.

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

7) Understands the client's risk profile and maximize the 'risk vs. reward' balance for individual clients by optimizing the product mix.

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

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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