About the Client:
Client is an investment management company that combines the expertise of seasoned investment professionals with advanced technology to provide comprehensive investment management solutions. Their team of experts monitor the performance of portfolios and rebalance them if required to ensure longterm success.
Since inception their clients have trusted them with over 2000 crs of their assets.
Job Description
About the role
Our client is actively seeking dynamic individuals to join the inbound business team. In this capacity you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your primary responsibilities will encompass facilitating a comprehensive understanding of Clients Portfolio Management Service and Mutual Fund investment strategies ultimately guiding clients in their investment.
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.
Must Have
Experienced with Mutual Funds or AMC or Mutual Funds Advisory.
Understanding with PMS.
Must be able to articulate complex topics seamlessly to clients
Prior experience preferred in sales financial services or banks
mutual funds,amc,investment management,portfolio management,sales
PMS Sales Portfolio Management Services
