Corporate / PCG Sales-Wealth

Qualification: Any Graduate / Post Graduate / MBA

Experience: 5 years above

Location: Ahmedabad, Mumbai

Open Position: 5

Job Description

Corporate / PCG Sales-Wealth

The Role

• Consultative sales to Large/Mid-size Corporate / HNI clients in Gujarat.
• Responsible for developing new clients and ensuring a consistent flow of new revenue for the company.
• Manage and build relationships with existing clients for upselling products such as Mutual Funds, PMS, Bank & Corporate Deposits, Government Securities, Corporate Bonds, Equities, Insurance, and Real Estate as per client needs.
• Identify and develop new prospective relationships to boost the company’s top line.
• Partner across the firm to utilize existing relationships and deliver other Lines of Business.
• Deliver and contribute to WTW through leadership to existing clientele and prospects.
• Ensure timelines and deliverables are met in the sales process and post-sales servicing is as per WTW standards.
  
  

The Requirements

• 5+ years of experience in Corporate General Insurance, Mutual Funds, PMS, Fixed Income, etc.
• Candidate will be accountable for new business opportunities and retention of allocated client relationships for the Ahmedabad/Gujarat region.
• Must have good knowledge of wealth products.
• Must have good communication skills and be fluent in the local language.
• Preferably a Master’s / PG degree holder.
  
  

Must be AMFI certified.

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