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Portfolio Management Service - Sales

Portfolio Management Service - Sales

ConfidentialBengaluru / Bangalore
4 days ago
Job description
  • Communicate client needs and preferences to the portfolio managers to ensure that investment strategies align with client expectations.
  • Encourage existing clients to increase their investment in PMS based on portfolio performance and market opportunities.
  • Stay updated on financial markets, economic conditions, and regulatory changes that may impact clients' portfolios or investment decisions.
  • Monitor competitor offerings and market trends to differentiate PMS services and improve sales techniques.
  • Ensure all sales activities comply with industry regulations and internal policies.
  • Maintain thorough documenta��on of client interactions, agreements, and communications in line with legal and regulatory requirements.
  • Track and report on sales performance, pipeline activity, and market feedback to senior management.
  • What we want from you :

    • Graduate with 5+ Years of experience in similar role
    • Chartered Market Technician (CMT) would be an added advantage.
    • Proficient in Microsoft Excel / Word / PowerPoint.
    • A professional with a positive work ethic, results-driven, highly collaborative and has driven to build a business and be a part of an emerging start-up
    • Skills

    • A profound understanding of equity and financial markets
    • Ability to work under pressure and steer through ambiguous situations.
    • Good communication writing skills in English.
    • Strong analytical and critical thinker
    • Strong decision-making ability
    • Should be a team player.
    • Strong conceptual and reasoning skills.
    • Skills Required

      Sales, Pms, Wealth Manager, Hni Sales

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    Portfolio Management • Bengaluru / Bangalore

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