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Pms Sales Executive

3 months ago

Andheri, Maharashtra, India Asit C Mehta Investment Interrmediates Full time

Job ID:
PMS Sales Executive

Role:
Team Member

Department:
Portfolio Management Services

Location:
Andheri East, Mumbai, Maharashtra

Designation:
Executive - Associate Manager

Reporting structure for the position:
Head - Portfolio Management Services

No of Position Vacant: 2

  • To acquire/convert/activate clients and channel partners for PMS and other investment products
  • Calling to existing clients and cold calling for explaining products and arranging meetings
  • Coordinate with corporates for investor awareness activities
  • Meeting and advising/counselling clients on their investment portfolios and suggest best investment plans and products to achieve their investment goals/objectives
  • Proactively make regular followups with prospects and check for their interest in our products, identify the reasons for nonpurchase, ensure maximum conversions
  • Generate revenue and build AUM & SIP book
  • Improve engagements with clients for upselling, cross selling and getting referrals

Skills required:

  • Relationship Managers with prior experience in a Broking/Private bank/wealth management setup
  • Telesales/Sales experience of over 12 yr in selling PMS/investment products
  • Understanding of capital markets
  • Good telemarketing and presentation skills
  • Excellent verbal and written communication skills

Education:
Bachelor's Degree

Exp

Required in Years:

  • 2 years of relevant experience

Compensation:
Will be discussed during interviews

Hiring process/round of interviews:
Behavioral & technical interviews

Expected Notice Period: 30 days