Pcg sales(South)

Dear Candidate,

Greetings From"APEX SERVICES"

Role-  HNI Dealer

CTC- upto- 10 LPA + incentive + Other benefit

Roles and Responsibilities:

• Client Acquisition and On-boarding:

• Identify, prospect, and on-board new clients through networking, referrals, and market research.
• Conduct meetings with potential clients to understand their financial objectives and introduce
  suitable financial products.
• Ensure a seamless on-boarding process for new clients, including KYC compliance and account

• Sales and Revenue Generation:

• Achieve quarterly targets for client acquisition and revenue generation.
• Cross-sell and upsell financial products such as equity, derivatives, mutual funds, fixed-income
  products, and insurance.
• Actively promote brokerage services to increase trading volumes and client participation.

• Relationship Management:

• Build and maintain long-term relationships with new and existing clients by offering personalized financial solutions.
• 
  Regularly communicate with clients to provide updates on market trends, investment strategies, and portfolio performance.
• 
  Resolve client queries and ensure satisfaction with the companys services.

Skills:

• 2-5 years of experience in client acquisition, sales, or business development in the financial services or broking industry.
• Proven track record of meeting or exceeding sales and acquisition targets.
• Strong knowledge of financial markets, trading platforms, and broking products.
• Excellent communication, negotiation, and interpersonal skills.

apex.shivprabhahr@gmail.com