Identify & develop sales strategy for acquisition from HNI & UHNI client segments.
Build & nurture solid relationships with clients/ partners to understand their investment needs
& provide tailored solutions.
Conduct presentation and educate prospects about PMS & AIF products
Collaborating with the operations and investment team to ensure smooth onboarding and Generating leads through networking, referrals and strategic alliances.
Manage & regularly review portfolio of clients with constant focus on relationship building & customer satisfaction.
Monitor and stay relevant to market trend/conditions to ensure that clients are updated about important market developments.
Ensuring compliances with SEBI regulations and company policies while managing client/
partners interactions/tranactions
📌 Sales Manager (Mumbai)
🏢 EJT Group Services
📍 Mumbai
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