PMS Sales Manager - Mumbai, Maharashtra
2 days ago

Job description
Position - PMS Sales Manager
Location - Mumbai
Experience - 5yr
Working Mode -On-site
Key Skills
Consultative selling approach
Financial product knowledge (PMS)
AUM acquisition & revenue generation
Client relationship management
Negotiation & closing skills
Key Responsibilities
Acquire and onboard HNI/UHNI clients for PMS offerings.
Drive AUM growth through direct sales and referral networks.
Explain PMS investment strategies, risk profiling, and portfolio allocation.
Conduct client meetings, presentations, and portfolio review discussions.
Achieve monthly and quarterly revenue targets.
Coordinate with research and investment teams for portfolio insights.
Ensure regulatory compliance and proper documentation (KYC, agreements, suitability
checks).
- Cross-sell equity advisory, long-term equity products, and wealth solutions.
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