Chola Securities - PCG SALES RM

PCG – Sales

Sr. No Particulars

1 Designation PCG – Sales

2 Vertical PCG

3 Qualification Post Graduate

4 Location Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi

5 Experience Minimum 3 years of expereince

6 Job

Description

• 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 IAP, Mutual funds, Portfolio

management services, Alternate investment fund, insurance, and

mbonds.

7 Expectations

We are hiring enthusiastic individuals who want to build their career

managing investments for HNI clients.

Prioritise building relationships and acquiring new HNI Clients. Conduct

regular portfolio reviews to ensure client investment objectives are met. Sell

a range of financial products, including IAP, mutual funds, PMS, AIF’s,

insurance, and bonds. Possess strong knowledge of financial products and

stay updated on market trends. Actively prospect and engage in client

acquisition efforts, building deep relationships, and offering tailored

solutions. Contribute to team success through active participation in

meetings and sharing client feedback.