PCG Sales - TL Job in Chennai at Cholamandalam Securities

Key Responsibilities:

• Client Acquisition & Relationship Building: Identify, target, and acquire HNWIs and Ultra HNWIs, maintaining a high standard of customer engagement and satisfaction.
• Financial Planning & Advisory: Conduct comprehensive financial assessments for clients, understanding their unique needs and objectives, and developing customized investment and wealth management strategies.
• Sales & Revenue Generation: Drive revenue through the sale of financial products, such as investment funds, retirement accounts, estate planning services, and more.
• Portfolio Management: Monitor client portfolios and make recommendations based on market trends, changes in the client’s financial status, and updates to their investment goals.
• Compliance & Risk Management: Ensure all sales and advisory activities comply with industry regulations and company policies.
• Continuous Learning: Stay updated on financial markets, investment products, and industry trends to effectively advise clients.

Skills:

• Proven sales and negotiation skills, with a track record of meeting or exceeding targets.
• Strong interpersonal and communication skills to build trust and rapport with clients.
• In-depth knowledge of investment products, asset allocation, portfolio management, and financial planning.
• Analytical skills to assess and advise on complex financial products and market conditions.

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.