Pms Sales Executive - Andheri, Mumbai, Maharashtra, India - Asit C Mehta Investment Interrmediates

Asit C Mehta Investment Interrmediates
Asit C Mehta Investment Interrmediates
Verified Company
Andheri, Mumbai, Maharashtra, India

1 month ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter


Job ID:
PMS Sales Executive

Team Member

Portfolio Management Services

Andheri East, Mumbai, Maharashtra

Executive - Associate Manager

Reporting structure for the position:
Head - Portfolio Management Services

No of Position Vacant: 2

  • To acquire/convert/activate clients and channel partners for PMS and other investment products
  • Calling to existing clients and cold calling for explaining products and arranging meetings
  • Coordinate with corporates for investor awareness activities
  • Meeting and advising/counselling clients on their investment portfolios and suggest best investment plans and products to achieve their investment goals/objectives
  • Proactively make regular followups with prospects and check for their interest in our products, identify the reasons for nonpurchase, ensure maximum conversions
  • Generate revenue and build AUM & SIP book
  • Improve engagements with clients for upselling, cross selling and getting referrals

Skills required:

  • Relationship Managers with prior experience in a Broking/Private bank/wealth management setup
  • Telesales/Sales experience of over 12 yr in selling PMS/investment products
  • Understanding of capital markets
  • Good telemarketing and presentation skills
  • Excellent verbal and written communication skills

Bachelor's Degree


Required in Years:

  • 2 years of relevant experience

Will be discussed during interviews

Hiring process/round of interviews:
Behavioral & technical interviews

Expected Notice Period: 30 days

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