Sales Role - Mutual Funds/AMC

What you will work on: PMS Sales

• You get pre-scheduled video meetings with potential clients where you will have the review clients portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of - 50L & above)
• Interact and convert these high-intent inbound clients into investing in our portfolio products
• Have good knowledge of the overall markets and use those points in your conversations with clients
• Evaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.
• Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team.
• Guide clients thoroughly on their Tax liabilities when exiting or entering into funds
• Maintain good relationships with your existing clients for investing more into different products which we offer

• Excellent communication skills
• Must be able to articulate complex topics seamlessly to clients
• High ownership and strong stakeholder management skills (both internal and external)
• Thorough knowledge of financial products like mutual fund, stocks, bonds and portfolio management service
• Must have high ownership on performance
• Proficient in MS-Excel
• Prior experience preferred in sales, financial services or banks

• A great work environment with high ownership and growth opportunities
• Best in market compensation and Incentives
• Work closely with the founding and the leadership team on key projects
• High talented team members to coordinate and work with
• Open door work culture
• Flat organizational structure
• Wide scope of learning opportunities in different areas of business by working side by side with product team and tech team

(ref:updazz.com)