PCG - Wealth Acquisition Manager (nbfc)

Quotient Consultancy
  • Mumbai
  • Confidential
  • 5-10 years
  • 87 Views
  • 01 May 2015
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  • Sales/ Business Development/ Account Management, Investments

  • NBFC
Job Description

Experience:

6-7 years with good existing book

Education MBA or equivalent.

Job Description & KRAs:

ITS AN INDIVIDUAL ROLE AND NEED SOMEONE TO MOVE WITH BOOK, WHEREIN THIRD PARTY PRODUCTS COULD BE SOLD.

Sourcing Skills :

- Excellent Fees based revenue generation skills and existing client base by selling Third party products like MF, Insurance, Equity Trading, Structured Products, PMS, Home Loans etc.

Preferred companies: some one handling PCG clients, Edelweiss, IIFL, Motilal Oswal and other reputed wealth management companies/ banks

Job Profile and KRA

1. The position is the client acquisition role.
2. The relationship value of the customer should be 10 lakhs and above.
3. Existing revenue should not be less than 3 times of the estimates


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About Organisation

Quotient Consultancy