Manager - Sales - Portfolio Management Services (5-6 Yrs) Mumbai (BFSI Sales) by ARTING DIGITAL

Updazz.com (July-2017 से पंजीकृत) ने 23 दिन पहले इस नौकरी को पोस्ट किया था

Position - PMS Sales ManagerLocation - MumbaiExperience - 5yrWorking Mode -On-siteKey Skills - Consultative selling approach - Financial product knowledge (PMS) - AUM acquisition & revenue generation - Client relationship management - Negotiation & closing skills Key Responsibilities - Acquire and onboard HNI/UHNI clients for PMS offerings.
-Drive AUM growth through direct sales and referral networks.
-Explain PMS investment strategies, risk profiling, and portfolio allocation.
-Conduct client meetings, presentations, and portfolio review discussions.
-Achieve monthly and quarterly revenue targets.
-Coordinate with research and investment teams for portfolio insights.
-Ensure regulatory compliance and proper documentation (KYC, agreements, suitability checks).
-Cross-sell equity advisory, long-term equity products, and wealth solutions (ref:updazz.com)

Payroll Type : Permanent