Manager – PCG Elite Sales in a leading Banking Broking Co.

From 5 to 10 year(s) of experience
₹ 15-30 Lacs P.A.

Job Description

Roles and Responsibilities


  • Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.
  • Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client’s profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.
  • Will be responsible for primarily selling Equity based investment products.
  • Cross-Sell of Third party products like Mutual Funds, Assets (from Bank), Bonds, PMS & Structured products.
  • Responsible for achieving targets as assigned by the organization on a monthly basis.
  • Understands clients risk profile and maximizes the ‘risk vs. reward’ balance for individual clients by optimizing product mix.
  • Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
  • Provide regular updates to the immediate superior as and when required.

Desired Candidate Profile

  • Graduate with 5 – 10 years / Post graduate from a premier institute with 2 – 5 yrs exp in direct selling
  • Should have good communication & presentation skills.
  • May have good existing client relationships in the market.
  • Should be a self-starter, proactive & target oriented.
  • Should possess strong networking & relationship building skills


UG:Any Graduate

PG:Any Postgraduate

Company Profile

Fortune Human Capital (P) Ltd

Our client is a leading Banking Broking Co. having diversified interest in financial industry and being counted amongst Best Employer.
Company Info
View Contact Details+

Recruiter Name:HR Department

Contact Company:Fortune Human Capital (P) Ltd


Reference Id:WM-Banking Broking



15-30 Lacs P.A.

Role Category:

Trading, Asset & Wealth Management


Wealth Manager

Employment Type:

Full Time, Permanent