Upraisal People Productivity Performance
Location
Mumbai | India
Job description
PMS- Sales
1. Role : Acquiring Large Relationships and Managing Wealth 2. Grade : Mid-Level 3. Salary : Combination of fixed and a highly commensurate variable Pay 4. Reporting to : Vice President 6. Location : Mumbai 7. Education : MBA preferred 8. Previous Experience : - Should have worked in a Private Bank or a Boutique wealth management company in India Territory - A good track record of new relationship acquisition, building AUM - Should have a large existing book of customers including ultra HNI - Should have a connect with a large network of channel partners, banks and family offices 9. Skills : - Passion towards sales and acquiring new customers - Presenting our Brand and building relationships with the Ultra HNIs and Family Offices - Should be good at building a channel network to generate leads 10. Responsibilities : - Sourcing new customers through Portfolio Management, Advisory and Research Based AUM products - Provide and maintain, on an ongoing basis, a daily sales report, figures, forecasting and any other records which may be required by the Head to keep up-to-date records of sales and performance - Responsible for managing relationships - Responsible for completion of regulatory requirements like KYC, advisory and account opening related documentation - Maintaining regular contact with clients including regular face to face meetings - Assess client's risk and return aspirations and deliver a tailored portfolio of products. - Engage in periodical competitor mapping and suggest product and business team to track market developments. - Provide a genuine advisory approach with highest level of customer obsession, thereby becoming the first point of contact for any investment needs - Contact prospective customers to present information and explain our products and anticipated returnsJob tags
Salary
