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Unit Head

Career Consultant

Job Responsibilities: - Identify, prospect, and acquire new clients for PMS and AIF offerings. - Develop and maintain strong relationships with HNIs, UHNIs, family offices, and corporate investors. - Act as the primary point of contact for clients, ensuring high levels of client satisfaction. - Build and manage relationships with wealth managers, financial advisors, and private banking channels. - Provide product training and support to channel partners to enhance their sales effectiveness. - Drive distributor activation and engagement to achieve sales targets. - Design and execute strategies to achieve sales and revenue goals for PMS and AIF products. - Organize and participate in client events, webinars, and presentations to promote products. - Stay updated on market trends, competitor offerings, and regulatory changes to refine sales strategies. - Demonstrate deep understanding of PMS and AIF products, their strategies, and performance metrics. - Provide tailored investment solutions to clients based on their risk profiles and financial goals. - Collaborate with the investment team to relay client feedback and contribute to product development. - Ensure adherence to regulatory requirements and internal compliance policies. - Maintain accurate records of client interactions, sales activities, and pipeline updates. - Prepare regular reports on sales performance and market feedback.

Vadodara/Baroda

Surat

Rajkot

Gujarat

PMS Specialist - B2B & B2C 

Job Description for PMS Specialist - B2B & B2C  in Waytogo Consultants in  Vadodara/Baroda Surat Rajkot Gujarat for (2-7) years of experience. Apply Now!

PMS Specialist - B2B & B2C  | iimjobs.com