41 Pms Sales Jobs - Page 2

Responsibilities: * Acquire new clients through effective sales strategies * Meet revenue targets by managing existing portfolios *Use company client data to cross sell and add value to client. *Presentations to groups Annual bonus Provident fund Health insurance Sales incentives

Connect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ and May also call on 8709502039 or 7706031623 Job Title : Assistant Manager / Manager Channel Sales Department : Asset Management Experience : Minimum 2 years in channel sales (PMS/AIF preferred) Education : Graduation / PGDM / MMS Location : Hyderabad / Rajkot / Surat / Baroda / Coimbatore / Lucknow Industry : Investment Management CTC : Best in industry Key Responsibilities : Acquire and manage clients through IFAs, wealth managers, and distributors Drive AUM growth by promoting PMS & AIF products Conduct product presentations and deliver market/macro updates Build strong client/channel partner relationships and ensure retention...

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Acquire and advise HNI clients, build sales funnel, manage portfolios over 1 crore, grow AUM, deepen relationships, and coordinate with research and product teams for investment decisions .Mandatory certification NISM XA & XB.

Responsible for acquiring clients (HNI/Ultra HNI) To maintain client relationships & generate AUM To advise clients on their Investments and managing overall portfolio Key products- PMS, Mutual Funds, Insurance, Bonds, Equity, Commodities etc

Responsible for acquiring clients (HNI/Ultra HNI) To maintain client relationships & generate AUM To advise clients on their Investments and managing overall portfolio Key products- PMS, Mutual Funds, Insurance, Bonds, Equity, Commodities etc

Role & responsibilities Identify, target, and acquire high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNIs), family offices, and institutional investors for AIF, PMS, Mutual funds and other Investment products. Build and nurture long-term relationships with existing and potential clients, wealth managers, investment advisors, and distribution partners. Develop and execute a strategic plan to achieve sales targets across investment products. Keep abreast of market trends, competitor strategies, and regulatory changes to refine sales strategies and product offerings. Work closely with internal teams, including portfolio managers, investment research, and marketing, to ali...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios. 7) Mo...

1) Achieve the Business Target set for them which includes Broking Revenue , Future & Options (F&O). 2) Cross selling third party products like Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse products launched by the company. 3) Servicing to existing/ new acquired clients of the company. 4) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. 5) To achieve Revenue target through broking and cross selling products launched by the by the company from time to time. 6) Generate interest income 7) Understanding of clients profile and suggest Portfolio/...

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

Position - VP AVP DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee IFA), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity Currency/ Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should ap...

Globe Capital is hiring for AVP / VP - PMS. Industry : Broking Functional Area : Financial Services Salary : No Bar for the right Candidate. Location : Mumbai(Goregaon) Job Description:- AVP / VP - PMS 1. PMS product sales experience should have of 3-5 years with the minimum book size of 20-25 crore. 2. Building a strong relationships with the clients: 3. Focus on cultivating and maintaining strong relationships with existing HNI/UHNI/ family offices and potential clients. 4. Meeting or exceeding sales targets 5. Achieving agreed sales and revenue targets.

Experience : Minimum 7 years of Mutual Funds, PMS & AIF Selling experience in AMC(Mutual Funds Company), Banking & Securities Company Ctc : Upto 15 Lacs Location : Chandigarh Qualification : MBA / CFA / CFP / NISM V-A & XXI-A Certified

India's Top Broking and Wealth Management Company is hiring in large numbers for below role Email- maheshwari@contactxindia.com , karan@contactxindia.com Contact-8273693648/ 8859766816 Role & responsibilities Open Positions- 10 Location - Chandigarh, Patiala, Bathinda, Jalandhar, Ludhiana & Gobindgarh Levels -Equity Dealer/Relationship Manager Job Title: Equity Dealer Experience 3 to 6 years Key Responsibilities: Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of the Company to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punchin...

Experience : Minimum 7 years of Mutual Funds, PMS & AIF Selling experience in AMC(Mutual Funds Company), Banking & Securities Company Ctc : Upto 15 Lacs Location : Ludhiana Qualification : MBA / CFA / CFP / NISM V-A & XXI-A Certified

\Looking for Sr. Wealth Manager with 7+yr exp.in HNIs & manage their Investment portfolio , Equity , Debt Management , Investment advisory , Product knowledge , cross selling , Relationship management ,Compliances ,Documentation ,Business development Required Candidate profile E3xisting client base , AUM of 1 Cr. Preferred , Financial planning skills ,Strong in MF ,PMS , AIFs , Insurance ,NISM Pref., Regional Manager , Client Acquisition , Portfolio Management.