Sales Executive- Portfolio Management Services

0 - 5 years

2 - 7 Lacs

Posted:3 weeks ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Role

About the Company:

Ventura is an omnichannel trading and investment platform with a network of branches, sub-brokers and Digital Channels. Founded in 1994, the company is now entering the next phase of growth by pivoting to a digital-first approach and strengthening its direct-to-consumer franchise. The company has now carved out a separate fintech vertical tasked with digital transformation using cutting-edge technology and bringing in fresh talent.

Join us if you like to:

  • Identify prospective HNI and affluent clients for PMS products.
  • Assist senior sales managers in lead generation, client meetings and follow-ups.
  • Explain PMS features, investment strategies, risk profiles and expected outcomes to prospects.
  • Coordinate with internal teams for client onboarding.
  • Support in preparing presentations, proposals and investment product notes.
  • Achieve assigned monthly/quarterly sales support targets.
  • Stay updated with market trends, PMS performance and industry developments.

Required Skills:

  • Strong communication and interpersonal skills.
  • Basic understanding of financial markets, mutual funds and investment concepts.
  • High level of professionalism and client-handling etiquette.
  • Ability to learn PMS structures, risk parameters and regulatory guidelines.
  • Strong analytical thinking and interest in wealth management.

Educational Qualifications:

  • Bachelor’s degree mandatory.
  • MBA/PGDM(Finance/Marketing)freshers are preferred but not mandatory.

Preferred (Not Mandatory):

  • NISM certifications (VA, XA, XB) or interest in obtaining them.
  • Internships in wealth management, banking or financial advisory.
  • Basic knowledge of PMS regulations (SEBI guidelines).

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Ventura Securities logo
Ventura Securities

Financial Services

New York

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