PMS Sales

1 month ago


Hyderabad, India BeamBox Solutions Private Limited Full time
What you will work on: PMSSales You get prescheduledvideo meetings with potential clients where you will havetoreview client s portfolio holdings andgive your expert suggestions on if their holdingsisaligned with the market (portfolio size of50L & above) Interact and convertthese highintent inbound clients into investing in ourportfolioproductsHave good knowledge of the overall markets and use those points inyour conversationswithclients Evaluate customer requirements andasset distribution actively initiatecommunicationwith the customer to confirm athorough comprehension of their financial needsandfuture wealth managementobjectives. Help clients in their onboardingprocess by coordinating with multiple stakeholderslikethe operations team product team andtech team. Guide clients thoroughly on theirTax liabilities when exiting or entering intofunds Maintain good relationships with yourexisting clients for investing more intodifferentproducts which weofferWhat we expect:Excellent communication skills Must be ableto articulate complex topics seamlessly toclients High ownership and strongstakeholder management skills (both internal andexternal) Thorough knowledge of financialproducts like mutual fund stocks bonds andportfoliomanagementservice Must have high ownership onperformance Proficient inMSExcel Prior experience preferred in salesfinancial services orbanksWhat you canexpect: A great workenvironment with high ownership and growthopportunities Best in market compensationand Incentives Work closely with thefounding and the leadership team on keyprojects High talented team members tocoordinate and work with Open door workculture Flat organizationalstructure Wide scope of learningopportunities in different areas of business by working sidebyside with product team and techteam

communicationskills,management,sales,persuasion,high analytical skills,accountportfolio management


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