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