Regional Head- PCG Sales
Regional Head- PCG Sales
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Job Description
About Client:
A Leading Financial Services Organization
Roles & Responsibilities:
Achieve revenue targets
Acquire new accounts per annum with a minimum margin per account.
Actively prospect and engage in HNI and UHNI client acquisition efforts to grow the business.
Build deep relationships with clients identify their investment goals and offer solutions that best match their needs.
Perform regular portfolio reviews to ensure client investment objectives are met.
Attend team meetings and contribute to the teams success by sharing experiences and client feedback.
Maintain a highlevel of product knowledge and stay informed with industry trends and changes.
Sell and distribute products such as IAP Mutual funds Portfolio management services
Experience: 7years
Qualification: PG Graduate
Remote Work :
No
Employment Type
Full Time
