Karvy - AM/DM - PMS - Sales

AM /DM - PMS - Sales

About Karvy Capital :

Karvy Capital is the Asset Management arm of Karvy Group, a 30 year-old diversified financial services conglomerate in India with presence in Stock Broking, Registry Services, NBFC, Debt Services, Commodities Broking, Data Management, Institutional Equities, Investment Banking, amongst others.

Purpose of role (KRA's) :

- The role will be responsible to execute all activities in relation to Sales.

Key Responsibilities :

- Prospect new customers through various means: open market, network, data base, and references

- Target customers according to potential/size by identifying customer needs, assess their risk appetite and provide them with investment options.

- Engage customers in meaningful conversations, take active interest in their financial investments and advise suitable offerings.

- Give demonstrations/presentation to customers and elucidate our product offerings, including the gains and risks involved

- Achieve targets as assigned by company on a month on month basis