Responsibilities: Client Acquisition & Business Development: Identify, prospect, and acquire new HNI, UHNI, and institutional clients for PMS products within the Ahmedabad region. Leverage existing networks, referrals, and strategic outreach to generate new leads and build a robust sales pipeline. Present compelling investment proposals and PMS solutions to prospective clients, clearly articulating the benefits, strategies, and performance. Achieve and exceed assigned sales targets and revenue goals for PMS. Relationship Management & Client Servicing: Cultivate and maintain strong, long-lasting relationships with existing PMS clients, acting as their primary point of contact. Conduct regular portfolio reviews with clients, providing updates on market performance, investment strategy, and portfolio rebalancing. Understand clients' evolving financial goals, risk appetite, and investment horizons to offer personalized advice and suitable PMS solutions. Address client queries, concerns, and service issues promptly and efficiently, ensuring high levels of client satisfaction and retention. Cross-sell and upsell other relevant financial products (e.g., AIFs, mutual funds, alternative investments) where appropriate, based on client needs. Product Expertise & Market Intelligence: Develop and maintain an in-depth knowledge of our PMS products, investment philosophies, strategies, and performance. Stay updated on market trends, economic indicators, regulatory changes (SEBI guidelines), and competitor offerings in the wealth management and PMS space. Provide market insights and investment intelligence to clients to help them make informed decisions. Collaboration & Compliance: Collaborate effectively with internal teams, including portfolio managers, research analysts, operations, and compliance, to ensure seamless client onboarding and service delivery. Ensure all client interactions, transactions, and documentation comply with regulatory guidelines (SEBI, AMFI, etc.) and internal company policies. Maintain accurate and up-to-date client records and sales activities in the CRM system.
