Job Location : Ahmedabad - HO Key Responsibilities: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and objectives. Provide personalized financial advice and solutions tailored to clients’ needs. Develop comprehensive wealth management strategies, including investment, retirement planning, fixed income & mutual funds, and tax planning. Conduct regular portfolio reviews and adjust strategies based on market conditions and client needs. Stay informed about market trends, economic conditions, and investment opportunities. Utilize research and analysis to make informed investment recommendations. Work closely with internal teams, including investment analysts, tax specialists, and estate planners, to deliver holistic financial solutions. Mentor and train junior advisors and support staff. Identify and pursue new business opportunities to expand the firm’s client base. Participate in networking events, seminars, and other outreach activities to promote the firm’s services. Ensure compliance with regulatory requirements and internal policies. Monitor client accounts for risk and performance, addressing any issues as they arise. Established network within the financial services industry, including relationships with advisors and institutional clients. Experience in participating in industry events and building professional connections. Candidate Profile : - 5+ years of experience in Sales. Relevant experience of Mutual fund and Fixed Income profile in finance industry is must. Preferable to have hands-on experience of BSE star platform. Should have sound knowledge of Indian Capital Market. Excellent Communication Skills: Ability to articulate complex financial concepts clearly and persuasively to clients and stakeholders. Proficient in both verbal and written communication. Show more Show less
The ideal candidate will possess strong sales, interpersonal and organizational skills. They should be comfortable with multitasking and be able to budget their resources in order to meet the assigned quotas for their role. Responsibilities Build and maintain client relationships Track and record metrics throughout sales process Meet and exceed financial goals Understand and keep up to date with industry and competitive landscape knowledge Qualifications Bachelor's degree 2-3 years of business experience (Inter CA preferred) Strong written and verbal communication skills Strong organizational skills Proficiency in Microsoft Office Ability to harness financial data to inform decisions Location: Ahmedabad (Ashram Road)
The ideal candidate will possess strong sales, interpersonal, and organizational skills. You should be comfortable with multitasking and be able to budget your resources to meet the assigned quotas for your role. Responsibilities include building and maintaining client relationships, tracking and recording metrics throughout the sales process, meeting and exceeding financial goals, and understanding and keeping up to date with industry and competitive landscape knowledge. Qualifications for this position include a Bachelor's degree, 2-3 years of business experience (Inter CA preferred), strong written and verbal communication skills, strong organizational skills, proficiency in Microsoft Office, and the ability to harness financial data to inform decisions. Location: Ahmedabad (Ashram Road),
Job Description We are looking for a highly motivated and experienced Sales Head – Mutual Fund & Fixed Income to lead our sales team and drive business growth. The candidate will be responsible for developing sales strategies, managing client relationships, and achieving revenue targets across Mutual Fund and Fixed Income products. Key Responsibilities Lead and manage the sales team to achieve business targets. Drive sales of Mutual Fund and Fixed Income products to Retail, HNI, UHNI, and Institutional clients. Build strong client relationships and expand the client base. Collaborate with product and research teams to design suitable investment solutions. Monitor sales performance and ensure compliance with SEBI, AMFI, and other regulatory guidelines. Conduct market research to identify new business opportunities. Prepare and present sales reports/MIS to management. Desired Candidate Profile MBA/PGDM in Finance/Marketing or equivalent qualification. 7–12 years of relevant experience in sales/business development in financial services. Strong knowledge of Mutual Funds, Fixed Income products, and financial markets. Proven track record of achieving sales targets and driving AUM growth. Excellent communication, negotiation, and leadership skills. AMFI/NISM certification preferred.
You are a highly motivated and experienced Sales Head in Mutual Fund & Fixed Income, responsible for leading the sales team and driving business growth. Your role involves developing sales strategies, managing client relationships, and achieving revenue targets across Mutual Fund and Fixed Income products. - Lead and manage the sales team to achieve business targets. - Drive sales of Mutual Fund and Fixed Income products to Retail, HNI, UHNI, and Institutional clients. - Build strong client relationships and expand the client base. - Collaborate with product and research teams to design suitable investment solutions. - Monitor sales performance and ensure compliance with SEBI, AMFI, and other regulatory guidelines. - Conduct market research to identify new business opportunities. - Prepare and present sales reports/MIS to management. As a qualified candidate, you should have: - MBA/PGDM in Finance/Marketing or equivalent qualification. - 7-12 years of relevant experience in sales/business development in financial services. - Strong knowledge of Mutual Funds, Fixed Income products, and financial markets. - Proven track record of achieving sales targets and driving AUM growth. - Excellent communication, negotiation, and leadership skills. - AMFI/NISM certification preferred.,