Job Description:

Roles and Responsibilities:

- Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
- Manage clients through client visits, suggest financial products to the clients and achieve business targets.
- Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & acquiring new clients.
- Candidates should have experience of managing / acquiring wealth & HNI Customers.

Required Profile:

- Should have at least 4 Years of experience handling Wealth Product Sales.
- Any Graduate / Post Graduate with relevant Experience.
- Good relationship management and service focus skills.
- Good communication and presentation skills. Investment Product knowledge is mandatory.

Perks:

- 10-6 work timings(Switch off policy after 6pm that is all your business calls, emails,and office lights get switched off automatically)
- Work-life balance
- No PIP
- Unlimited incentives, foreign trips, national & international events

📌 PCG Wealth_Mumbai (Mumbai)
🏢 JobStation
📍 Mumbai