PCG ELITE Sales Manager with a Leading Financial Services, Mumbai

A Leading Financial Services

5 to 10 yrs. Mumbai
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Posted on 09 Apr 2019

Job Description

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

1. wealth creation, wealth preservation and wealth enhancement for private clients
2. Showcase entire product suite & growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.
3. Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.
4. Achieve revenue objectives as assigned by the organization.

SKILLS & KNOWLEDGE
1. 6 – 10 years relevant work experience in a Wealth Management/Private Banking platform.
2. Postgraduate from a premier institute.
3. Self-starter,proactive & target oriented.
4. Strong networking & relationship building skills.
5. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results

Keyskills

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