PMS(Portfolio Management Service) Sales-Wealth Management-BFSI Having good experience of managing relationship with High Net-worth Individuals and Corporates. - Having good understanding about the long term and short term needs of various types of investors and recommending appropriate strategy to offer best solution to the client & promoting in-house products of the organization and other manufacturers. - Discussing with clients their financial goals and educating clients to accomplish them along with determining the risk tolerance of the client. - Managing a decent size of client AUM across different financial products. - Having good understanding various financial products ranging from Fixed Income instruments, Mutual Funds, PMS, Alternate Investments, structured investments, Insurance, Real Estate investment products, etc. - Assisting HNI clients to review performance (Risk and Return) & gaining insight on the client perspective about prospects of growth of investments, sharing information about market conditions and trends. - Good presentation skills and communication skills to pitch for advisory and Wealth Products to all kinds of clients - Ability to cross sell products based on risk profile and suitability - Ability to work with targets and manage the revenue expectations with different products and addition of fresh clients through own client referrals, work site marketing, HNI meets, etc. - Ability to sustain business relationships through prudent and meaningful advisory and prompt delivery with regard to key deliverables

Mumbai

Sales Role - Portfolio Management Service - Wealth Management - Banking 

Sales Role - Portfolio Management Service - Wealth Management - Banking  ,Job Description for Sales Role - Portfolio Management Service - Wealth Management - Banking  in Vrinda Global in  Mumbai for (4-12) years of experience. Apply Now!

Job Description for Sales Role - Portfolio Management Service - Wealth Management - Banking  in Vrinda Global in  Mumbai for (4-12) years of experience. Apply Now!