Karvy - Sales Professional - Equity & Debt PMS Offerings

Profile: Sales, Karvy Capital Ltd.

About Karvy Capital

Karvy Capital Ltd is the Asset Management arm of Karvy Group, a 30 year-old diversified financial services conglomerate in India with presence in Stock Broking, Data Management, Institutional Equities, Wealth Management besides Asset Management.

Karvy Capital Ltd is a thought leader in specialized investments and offers a wide range of investment ideas and products spread across various asset classes including Equity, Structured Products, Absolute Return Strategies, High Yield Debt. It's vision to build and promote alternate asset management business generating superior risk adjusted returns.

Purpose of role (KRAs) :

Develop and grow the market for both Equity & Debt PMS and Alternate investments schemes within specified geography/state

Key Responsibilities :

- Ensure grow in sales of PMS offerings in designated territory/region

- Work closely with agents & Channel partners to develop a network in the region and drive revenue

- Manage relationship with existing agents & negotiate contracts/schemes

- Accompany the agent for clients engagement & meeting to position product benefits & risk

- Identify pockets of growth with respective agents, analyse trends & develop strategies to capitalize on opportunities of investment

- Develop & exploit your own network of HNI

Desired Skills & Experience :

- Experience of 5-7 years in B2B sales role, selling & servicing HNIs/Corporates & personal finance

- Excellent interpersonal skills, build & maintain relationships

- Good presentations skills in a professional format

- Commercial acumen ability to work with agents/partners/retail distribution team members

- Demonstrate expertise in independent planning, managing & executing sales strategy

- Proven track record in PMS sales

Qualifications :

Mandatory : Post Graduate in Business Administration, Marketing, Economics, Finance

Preferred : NISM certification & sales certification