PCG Aquisition RM

• Location: BKC, Mumbai
  Department: PCG
  
  Key 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
  activation.
  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 company’s services.
  
• Qualifications:
  
  Education:

Post-graduation in finance/marketing field.

Certifications such as NISM (Equity Derivatives, Mutual Funds), AMFI, or equivalent are
preferred.

Experience:

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.

Skills and Competencies:

Strong knowledge of financial markets, trading platforms, and broking products.
Excellent communication, negotiation, and interpersonal skills.
Goal-oriented, self-motivated, and ability to work under pressure in a target-driven environment.
You can share your Resumes on amisha.bidwadkar@kotak.com