PCG Sales

KRM Global Placement Consultancy
  • Ahmedabad, Bangalore, Chennai, Mumbai, Pune
  • 10-15 lakh
  • 3-5 years
  • 30 Mar 2015

  • Operations

  • Banking - Retail
Job Description

". To ensure active management of clients & achieve the target active AUM
2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
4. To achieve healthy revenues without compromising on clients profitability
5. To have clear focus on client mining
6. To conduct regular Client Meetings & update the same in the meeting tracker
7. To attain maximum reach of investment ideas/stock calls initiated

Competencies/Skill sets for this job

Sales Clients Pcg Active Management Risk Appetite Profitability Tracker

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