- Communicate client needs and preferences to the portfolio managers to ensure that investment strategies align with client expectations.
- Encourage existing clients to increase their investment in PMS based on portfolio performance and market opportunities.
- Stay updated on financial markets, economic conditions, and regulatory changes that may impact clients portfolios or investment decisions.
- Monitor competitor offerings and market trends to differentiate PMS services and improve sales techniques.
- Ensure all sales activities comply with industry regulations and internal policies.
- Maintain thorough documentaon of client interactions, agreements, and communications in line with legal and regulatory requirements.
- Track and report on sales performance, pipeline activity, and market feedback to senior management.

What we want from you:





- Graduate with 5+ Years of experience in similar role
- Chartered Market Technician (CMT) would be an added advantage.
- Proficient in Microsoft Excel/Word/PowerPoint.
- A professional with a positive work ethic, results-driven, highly collaborative and has driven to build a business and be a part of an emerging start-up

Skills

- A profound understanding of equity and financial markets
- Ability to work under pressure and steer through ambiguous situations.
- Positive communication writing skills in English.
- Robust analytical and critical thinker
- Strong decision-making ability
- Should be a team player.
- Strong conceptual and reasoning skills.

📌 Portfolio Management Service - Sales (Bengaluru)
🏢 Advent Global Solutions
📍 Bengaluru