PCG Sales

Veerwal Getwork Services; Indore District; On-site; INR 4,50,000 - 6,75,000; Full time

Job summary

A financial services firm in Indore District is seeking a motivated professional to achieve revenue targets through client acquisition and relationship management. You will be responsible for selling and distributing various financial products while ensuring clients' investment goals are met. This role requires a proactive approach in engaging clients and staying informed about industry trends.

Responsibilities

• Achieve revenue targets.
• Acquire new accounts per annum with a minimum margin per account.
• Prospect and engage in client acquisition efforts to grow the business.
• Build deep relationships with clients to match their investment goals.
• Perform regular portfolio reviews for client investment objectives.
• Attend team meetings and share experiences and client feedback.
• Maintain high-level product knowledge and stay informed on industry trends.
• Sell and distribute products such as mutual funds and insurance.

Job description

Role & responsibilities:

• Achieve revenue targets
• Acquire new accounts per annum with a minimum margin per account.
• Actively prospect and engage in 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 team's success by sharing experiences and client feedback.
• Maintain a high-level of product knowledge and stay informed with industry trends and changes.
• Sell and distribute products such as Mutual funds, Portfolio management services, Alternate investment fund, insurance, and mbonds.