PCG Sales Job in Chennai at Cholamandalam Securities

Key Responsibilities:

• Client Acquisition: Identify, target, and acquire new high-net-worth clients through networking, referrals, and strategic prospecting.
• Relationship Management: Build and nurture long-term relationships with clients by understanding their financial goals and offering customized investment and wealth management solutions.
• Sales of Investment Products: Promote and sell a wide range of financial products, including mutual funds, equities, bonds, insurance products, and alternative investments tailored to the client’s profile.
• Financial Planning and Advisory: Collaborate with clients to develop comprehensive financial plans that address their short-term and long-term goals, risk tolerance, and investment preferences.
• Cross-Selling: Identify opportunities to cross-sell additional financial services such as estate planning, tax advisory, and retirement planning.
• Market Research and Analysis: Stay updated with market trends, economic indicators, and new financial products to provide informed recommendations to clients.
• Compliance: Ensure adherence to all regulatory and compliance requirements while maintaining a high standard of ethical sales practices.
• Reporting: Track sales performance, provide regular updates on client activities, and meet or exceed sales targets and business objectives.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s preferred).
• Proven track record in client acquisition and relationship management.
• Strong understanding of financial products, investment strategies, and wealth management solutions.
• Excellent communication, negotiation, and presentation skills.
• Ability to work independently and as part of a collaborative team.
• High ethical standards and commitment to client confidentiality.

We are a proud member of both Bombay Stock Exchange Limited and National Stock Exchange of India Limited. Since our establishment in the year 1994, we have been committed to providing high-quality investment services that are designed to meet the unique needs of our clients. Our team of experienced professionals is dedicated to delivering personalized investment solutions that align with our clients' long-term financial goals.