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 significant market developments.
Ensuring compliances with SEBI regulations and company policies while managing client/
partners interactions/tranactions
Role: Customer Engagement, Industry Type: Investment Banking / Venture Capital / Private Equity, Department: Sales & Business Development, Employment Type: Full Time, Permanent Role Category: Sales Support & Operations Education PG: MBA/PGDM in Marketing Key Skills Skills highlighted with ‘‘ are preferred keyskills B2B SalesB2C Sales SalesPMS SalesAIF Sales
📌 Sales Manager Mumbai (India)
🏢 EJT Group Services
📍 India
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