Wealth Management Specialist

Found in: Appcast Linkedin IN C2 - 3 weeks ago

Mumbai, India Quantum Mutual Fund Full time

About Quantum AMC:


Quantum AMC is an Indian asset management company (AMC) headquartered in Mumbai, India. The Quantum story began in 1990 when our founder Ajit Dayal started the Quantum Advisors Group (the Sponsor and parent company of Quantum Asset Management Company Pvt. Ltd). Quantum Advisors is an India focused, SEBI-registered Portfolio Manager and a SEC-registered Investment Advisor. In December 2005, Quantum Asset Management Company Pvt. Ltd. received its AMC license from SEBI. Since then, we have continued our journey of investor centricity and committed to providing simple Investment Solutions to thoughtful investors.

Quantum AMC walks a different path with our focus on ethics, integrity & transparency in managing assets. Our Founder, Ajit Dayal says, “Good Ethics is Good Business” and we believe and follow this.

Quantum Mutual Fund’s continued relevance is a product of its reputation as trailblazer in the realm of mutual fund investing. With a solid track record of progressive investment strategies and a commitment to the well-being of investors, we continue to remain a preferred fund of choice for investments.



Here are some of the key articles about Quantum Mutual Fund:

  • Know Why Quantum Mutual Fund for Investment
  • Our Investment Solutions
  • Know your risk appetite before investing.
  • Are you stuck in the past or ready for a secure future?
  • Invest without stress with Quantum Mutual Fund
  • Safeguard your future with 12|20:80 Asset Allocation Strategy
  • Masterclass for the thoughtful investor


www.quantumamc.com


Department: Customer Interaction (Sales)


Position: AVP SALES – Customer Interaction


Experience: 6 to 8 years required in handling Family offices and Wealth Counters


Location: MUMBAI


Reporting to: HEAD OF SALES


We are looking for an Individual Contributor to manage Family Offices and Wealth Counters and maintain a strong relationship with them and acquire new clients by introducing our products. The person should also be capable of business development through sales of Quantum products and rendering satisfying customer service.

Candidate should be a highly driven individual who enjoys working in teams to develop complex solutions.


Key Skills Required

  • Advising clients about Quantum products.
  • New client acquisition through use of market intelligence and industry networking
  • Meeting sales targets of Inflows.
  • Establish and maintain strong relationship with existing HNI investors and thus generating business and references to meet the sales targets assigned.
  • Efficient in making calls and meetings with high-net-worth investors.
  • Achieve targets of AUM, Gross Sales, Market share and SIP count.
  • Providing excellent customer service.
  • To manage relationships with decision makers of family offices & RM’s of wealth firms.
  • Acquire new customers through referrals from existing customers who meet product criteria.
  • Enhance the Overall value/book size of the portfolio.
  • Attrition control of investors.
  • Ensure to build and maintain a strong sales pipeline through effective prospecting and lead generation.
  • Drive direct sales efforts, actively engaging with potential customers and building strong relationships to convert leads into sales.
  • Conduct sales presentations & one to one meeting to influence decision-making and close the deals.
  • Ensure timely and accurate reporting of sales activities and investor feedback to senior management.
  • Strong understanding of equity and debt products and markets.
  • Excellent Sales, communication, and interpersonal skills with an ability to build and nurture relationships with Family Offices and Wealth Counters

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