PMS Sales Manager - Mumbai, Maharashtra

Only for registered members Mumbai, Maharashtra, India

2 days ago

Default job background
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 · Ke ...
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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