Portfolio Development Manager - Kozhikode, India - Forte Recruitment Consultants
Description
Gender: Both male and female candidates preferred
.
Responsibilities:
Identify and engage withhigh
-
net
-
worth individuals and families to promote investment opportunities
offered by the company.
Develop and cultivate robust relationships with prospective investors, specifically those who exhibit a keen
interest in the automotive, real estate, and luxury sectors.
Present and promote investment products and services that are customized to meet the specific needs of
individual clients. This includes a strong emphasis on the company's diverse verticals, such as retail,
construction, real estate, and fashion.
Collaborate with internal teams to tailor investment solutions and address client inquiries or concerns.
Stay abreast of market trends, investment strategies, and regulatory changes to offer well
-
informed
recommendations to clients.
Exceed sales targets by skillfully prospecting, presenting, and finalizing investment deals.
Deliver regular reports and updates on sales activities, client interactions, and market insights to management.
Requirements:
Proven experience in sales or business
development, with a strong track record of successfully selling
products or services valued at Rs. 1 crore and above, preferably in the automobile, real estate, or high
-
end
luxury sectors.
A background in investment management, wealth
management, or related fields is highly desirable
Possess strong networking and relationship
-
building skills, with a demonstrated ability to engage high net
worth individuals
Excellent communication
and presentation
skills to
effectively
and
convincingly
articulate
complex
investment concepts.
Proven track record of achieving or surpassing sales targets, demonstrating a results
-
oriented mindset.
In
-
depth understanding of financial markets, investment products, and regulatory compliance.
Possess a Bachelor's degree in Business, Finance, Economics, or a related field. Additional certifications
such as CFA or MBA would be highly beneficial.
Benefits:
Competitive salary and incentive package based on performance.
Opportunities for career growth and advancement within the organization.
Comprehensive training and development programs to enhance professional skills.
Dynamic and collaborative work environment with a focus on innovation and excellence.
This role offers an
exciting opportunity to contribute to our world
-
class luxury fashion projec