Sales Associate

2 weeks ago

Mumbai, Maharashtra, India Phillipcapital Full time ₹ 15,00,000 - ₹ 30,00,000 per year

Role & responsibilities

Key Responsibilities:

Client Acquisition & Portfolio Management:

• Identify and acquire new HNI clients through networking, referrals, and business development initiatives.

• Build upon existing relationships to create a robust and loyal client base.

• Understand client objectives, financial goals, and risk appetite to recommend suitable investment strategies.

• Conduct periodic portfolio reviews to ensure alignment with changing client needs and market conditions.

Investment Product Sales:

• Offer a range of investment products, including PMS, Investment Advisory, AIFs, Mutual Funds, Structured Products, Bonds, and other instruments.

• Identify cross-selling opportunities and proactively engage clients to enhance product penetration and wallet share.

Business Development & Revenue Generation:

• Develop strategies to expand into the HNI and UHNI segments.

• Achieve assigned revenue and AUM growth targets while maintaining strong client satisfaction.

• Stay updated on market trends and investment opportunities to deliver well-informed recommendations.

Desired Skills & Qualifications:

• Graduate or Postgraduate in Finance, Business, or related fields.

• 25 years of experience in wealth management, investment sales, or financial advisory.

• Strong product knowledge across PMS, AIF, MF, and other investment vehicles.

• Excellent communication, presentation, and relationship management skills.

• Target-driven, self-motivated, and client-centric in approach.

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