Real Value Portfolio Management & Marketing

Roles and Responsibilities Identify and onboard High Net Worth Individuals (HNIs) and retail + corporate clients for mutual funds, insurance, and wealth products. Build and manage long-term client relationships with trust, integrity, and consistent follow-ups. Achieve monthly equity sales targets. Conduct presentations, meetings, and client interactions to explain investment products. Coordinate with internal teams for smooth transaction execution and client servicing. Develop new business opportunities through lead generation, prospecting, and relationship-building with potential clients. Generate revenue by selling various types of mutual funds, equity products, debt products, and other investment solutions. Manage existing client relationships to increase retention rates and upsell/cross-sell opportunities. Collaborate with internal teams to resolve customer queries and provide exceptional service. Preferred Candidate Profile Graduate / MBA with interest in wealth management and financial sales. Strong communication and relationship-building skills. Sales-driven with ability to meet and exceed targets. NISM Mutual Fund Distributor Certification preferred (or willingness to complete within probation). Prior experience in BFSI / financial product sales will be an added advantage.