PMS Sales
PMS Sales
Posted on :
29-03-2024
Employer Active
1 Vacancy
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Job Description
What you will work on: PMS Sales
You get prescheduled video meetings with potential clients where you will have to
review client s portfolio holdings and give your expert suggestions on if their holdings is
aligned with the market (portfolio size of 50L & above)
Interact and convert these highintent inbound clients into investing in our portfolio
products
Have good knowledge of the overall markets and use those points in your conversations
with clients
Evaluate customer requirements and asset distribution actively initiate communication
with the customer to confirm a thorough comprehension of their financial needs and
future wealth management objectives.
Help clients in their onboarding process by coordinating with multiple stakeholders like
the operations team product team and tech team.
Guide clients thoroughly on their Tax liabilities when exiting or entering into funds
Maintain good relationships with your existing clients for investing more into different
products which we offer
What we expect:
Excellent communication skills
Must be able to articulate complex topics seamlessly to clients
High ownership and strong stakeholder management skills (both internal and external)
Thorough knowledge of financial products like mutual fund stocks bonds and portfolio
management service
Must have high ownership on performance
Proficient in MSExcel
Prior experience preferred in sales financial services or banks
What you can expect:
A great work environment with high ownership and growth opportunities
Best in market compensation and Incentives
Work closely with the founding and the leadership team on key projects
High talented team members to coordinate and work with
Open door work culture
Flat organizational structure
Wide scope of learning opportunities in different areas of business by working side by
side with product team and tech team
communication skills,management,sales,persuasion,high analytical skills,account portfolio management
Employment Type
Full Time
Key Skills
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