Surat, Gujarat 1-5 Yrs ₹02 - ₹6.5 Yearly
Job description
Majura Gate, Surat, Gujarat
1 - 5 Years
No. of Vacancy
We are looking for a Portfolio Management Services (PMS)
Sales Head who will be responsible for acquiring and managing high-net-worth
clients, marketing PMS offerings, and driving the growth of assets under
management (AUM). The role requires excellent client relationship skills, deep
knowledge of investment products, and the ability to communicate the value of
PMS solutions to prospective clients.
Key responsibilities:
Identify and develop new business opportunities by acquiring
high-net-worth individuals (HNIs), family offices, and institutional clients
interested in PMS offerings.
Utilize personal networks, industry contacts, referrals, and lead generate on
techniques to secure prospective clients.
Attend industry events, conferences, and networking forums to promote PMS
services and build a client pipeline.
Develop and execute strategic sales plans to meet individual and team sales
targets.
Identify market segments and client demographics most likely to benefit from
PMS offerings.
Maintain and enhance long-term relationships with clients to generate repeat
business and referrals.
Provide ongoing service and support to ensure client satisfaction, addressing
any concerns or questions about portfolio performance and market changes.
Keep clients updated on portfolio performance, market developments, and any
strategic changes recommended by the PMS team.
Develop customized sales pitches that communicate the value of PMS offerings
based on the financial goals and risk profiles of potential clients.
Work closely with the portfolio management team to understand the investment
strategies and performance of various portfolios.
Required Education, Skill Set Knowledge:
Graduate / Post graduate
Experience in direct selling of PMS
Should have good communication presentation skills.
Pleasing and positive attitude.
Should be a self-starter, proactive target oriented.
Relationship building skills
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