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 qualified 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.
Solid conceptual and reasoning skills.

📌 Portfolio Management Service Sales Bengaluru (India)
🏢 ADVENT GLOBAL SOLUTIONS
📍 India