KEY ROLES & RESPONSIBILITIES

- Drive growth of PMS & AIF products by Increasing number of client relationships (HNIs, UHNIs & Family Offices)
- Understand clients background with the help of consultative engagements to offer investment solutions, rather than product selling and increase wallet share.
- Maintain lead pipeline, ensure continuous engagements and follow ups to enhance conversion rates for the products & services offered by the company.
- Handle incoming client/lead queries via calls and emails within set timelines.
- Assigning SRM and coordinate to get the investments completed.
- Ability to work with cross functional teams to get the relevant work done.
- Develop innovative strategies for one-to-many engagement opportunities (Digital + Physical) to enhance new to company reach.

FUNCTIONAL & BEHAVIOURAL KNOWLEDGE

- Mandatory to understand the available asset classes for investments with knowledge of Equity, PMS, MFs, asset allocation.
- Candidate should be a proactive, energetic, eager to learn and provide unparallel client service with a client first approach.
- Should have good communication and presentation skills and possess strong networking and relationship building skills.
- Candidates must be process driven, organized, able to work under pressure and able to deliver on strict timelines.
- Ability to drive new initiatives and take them to the logical conclusion independently.

PROBLEM SOLVING





- Robust time management skills and the ability to organise and prioritise work.
- Ability to work under pressure and adhere to tight deadlines.

INTERACTIONS

Works independently and within own team; may interact with other related teams and internal and/or external clients, as applicable.

TYPICAL SCOPE & IMPACT

Contributes to the achievement of personal and team objectives.

MINIMUM & PREFERRED EDUCATION

- MBA (in Finance) or certification in the field of investments like PMS, Mutual Funds, Wealth Management.
- Graduates with relevant experience & skills can also be considered

MINIMUM & PREFERRED EXPERIENCE / SKILLS

- 2-5 years of prior exposure in Asset Management or Wealth Management.
- Problem solving attitude and excellent communication skills, both oral and written.
- Working knowledge of CRM, Call and Email management softwares preferred but not mandatory
- NISM 21A certification required or needs to be cleared immediately post joining.
- NISM XA & XB will be an added advantage

*Marcellus is an Equal Opportunity Employer. Marcellus does not discriminate on the basis of age, race, religion, marital status, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, or any other basis covered by appropriate law. All employment is decided based on qualifications, merit, and business needs

📌 Client Advisory - Direct Sales (PMS/AIF/Global Products) (Maharashtra)
🏢 Marcellus Investment Managers
📍 Maharashtra