HNI PCG SalesRD
HNI PCG SalesRD
Posted on :
12-06-2024
Employer Active
1 Vacancy
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Job Description
Role Designation: HNI Sales
Department: Sales: Investment Products
Function: Sales
Reporting to: Cluster Manager Investment Products
Location: Prabhadevi Mumbai & Indore
Job Purpose:
Getting productivity from HNI clients in Portfolio Management Services (PMS) Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross selling enhancing and upgrading the High Net Worth relationships. He is also responsible for selling Insurance.
Key Deliverables:
- Getting productivity from channel in Portfolio Management Services (PMS) Broking A/Cs & Mutual Fund distribution.
- Achieving the Business targets assigned in terms of cross selling enhancing and upgrading the High Net Worth relationships.
- To give your full involvement to support clients to maintain longterm relationship with them.
- Daily meetings with clients
Role Requirements:
- Educational Qualifications: Graduate
- Experience: 3 Years in Equity / MF
- Domain Knowledge: Equity
- IT Skills: MS Office
sales,hni,portfolio management,equity trading,mutual funds
Employment Type
Full Time
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