Sales Manager

6 days ago

Mumbai, Maharashtra, India Equentis Wealth Advisory Full time ₹ 15,00,000 - ₹ 28,00,000 per year

Position: PMS Sales Manager

Location : Mumbai Lower Parel

Broader Role / Responsibilities:

Acquisition of Wealth Clients PMS Sales:

  • Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.
  • Build up the sales funnel via Client Meetings or F2F Presentations to clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities.
  • Prior experience of working in a wealth management firms, Private banking, PMS Advisory High ticket Sales with exposure to HNI client management.
  • Minimum Entry level Portfolio amount would be Rs 1 crore and above.

Advisory and Relationship Management :

  • Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients.
  • Advising Affluent clients in conjunction with the Research team , Financial planning department , operations team etc on their existing investments and managing their overall financial portfolio and deepening the wallet from existing clients.
  • To coordinate with product and research team for taking investment decision for the clients.

Candidate

  • Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessity for the job.
  • Candidates having experience in PMS Sales and meeting clints F2F on ground.
  • Impeccable sales skills to handle HNI clients and PMS.
  • Good Sales negotiator and able to close high ticket sales.
  • Good knowledge of Equity Markets and other Investment assets.
  • Mandatory certification required: NISM XA & XB

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