HNI PCG SalesRD

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