Portfolio Management Services (PMS) Sales – BFSI

Position Title: PMS Sales

Department: PMS

Location: Mumbai, Chennai, Delhi, Kolkata, Bangalore, Hyderabad, Rajkot, Ahmedabad

Job Responsibility:

• Developing and maintaining relationships with Investors by providing them exceptional individualized customer service.
• Must be capable of handling individual clients, High Net worth Investors and their queries.
• Must possess good communication skill both verbal and written.
• Focus must be on business growth while ensuring profitability in line with the objective of the organization.
• Building and maintaining healthy business relations with Investors and ensuring quality delivery of services.
• Understanding business needs, its strategic direction and identifying initiatives that will allow a business to meet those strategic goals.
• Understanding of the Capital Market is the key to this position.

Education: MBA /PG in Finance, Marketing /CFA Level 1& 2 Cleared

Should have good communication and convincing skills.