Experience: Minimum 4 to 6 years in Wealth Sales-- RM’s with Books Only
Certifications Required: NISM VA & XXIA (Mandatory)
Working Days: Any 6 days as per requirement
Role Type: Individual contributor for a year
About the role :
We are actively seeking dynamic individuals to join the Inbound Business Team at Client Organisation. In this role, you will engage with high-net-worth inbound clients possessing a net worth of ₹50 Cr and above. The focus is to facilitate a comprehensive understanding of the Organisation’s Portfolio Management Service (PMS) and Mutual Fund investment strategies, guiding clients in their investment decisions
Responsibilities (PMS Sales Focus):
- You get to work on the books brought in of the potential clients where you will have to review client’s portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of ₹50L & above)
- Interact and convert these high-intent inbound clients into investing in our portfolio products.
- Have valuable knowledge of the overall markets and use those points in your conversations with clients.
- Evaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.
- Showcase the client’s portfolio management approach of fund selection, investment strategies, risk management and guide them on future investments.
- Maintain good relationships with your existing clients for investing more into different products which we offer.
- Client Engagement: Strong ability to articulate and communicate with HNI clients to drive conversions.
- Interact with and c