Job
Description
Patience, discipline, simplicity & transparency leads to Wealth Creation. At Ambit Asset Management , we have the solution to this perceived tedious challenge. We live with principles & morals reflecting the consistency & resilience of our portfolios and our approach. The Ambit way of investing. Using PMS (Portfolio Management Services) as the platform, across multiple equity strategies, we ensure, growth with safety. Preserving & thriving your hard-earned money, both at the same time. We understand that every individual is different with varied perspectives and different risk appetites. Hence, we have customized solutions for your needs, requirements, and commitments towards your loved ones. https://www.ambit.co/asset-management Locations: Lucknow, Hyderabad, Kochi, Surat, Vadodara, Rajkot Experience : Minimum 2 years Education : Graduate & Above (NISM Certification) Key Skills Required: Functional: Experience in driving the sales of PMS through various distribution partners like Banks, National Distributors, Regional Distributors, and Individual Financial Advisors. The person should also have relationship skills to connect & convert direct clients. Behavioral: Fluency in communication in at least local regional language or in English, leadership, self-driven, integrity, interpersonal skills, people’s person, motivated, willingness to learn. Role & Responsibility: Observe & imbibe & prepare for acquiring new clients by assisting the Zonal & Regional Heads. Practice and tests sales strategies by connecting with existing and new clients. Maintain and develop relationships with clients. Drive business through the advisors, bankers, national distributors, family offices, advisory firms, asset allocators and wealth management outfits. Assists clients in providing them with information like product or service quotes. Understanding the macro environment and giving the domestic & global macro perspective to partners and prospective clients. Generating incremental AUM through business partners, self-sourcing, client referrals and building relationships with large family offices. Cross-sell of company's products, generate awareness about the brand and various basket of products. Introduce PMS Portfolios from AMC & AIF product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same Excess learning and subsequently reproducing stock identification and stock selection nuances to the partners and prospective clients. Understanding the clients requirements & recommending the strategy accordingly Network with clients to identify avenues for new business opportunities Getting in depth understanding on how various industries, sectors and businesses work and forecasting their future growth.g Maintain highest level of service and delivery to all clients Maximize client experience by proactively sharing market updates, trends and other information. Interested applicants can send their resumes on samidha.nawathye@ambit.co with the subject as “ Application for Channel Sales- Asset Management - Location applied for ” Show more Show less
