Portfolio Manager - Sales - Bank (1-8 Yrs) Hyderabad/Pune/Bangalore (BFSI Sales)

About the role :- We are actively seeking dynamic individuals to join the inbound business team at Client Organisation. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above.
-Your primary responsibilities will encompass facilitating a comprehensive understanding of Organisation s Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment endeavors.What you will work on:- You get pre-scheduled video meetings with potential clients where you will have to review client s portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of - 50L & above).- Interact and convert these high-intent inbound clients into investing in our portfolio products.- Apply strong analytical skills in order to help clients by various data points.- Have good knowledge of the overall markets and use those points in your conversations with clients.- Evaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.- Showcase Organisation s portfolio management approach of fund selection, investment strategies, risk management and guide them on future investments.- Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team.
-Guide clients thoroughly on their Tax liabilities when exiting or entering into funds.- Maintain good relationships with your existing clients for investing more into different products which we offer.What we expect:- Minimum 1 years of sales experience in financial services like retail banks, investing fintechs, AMCs etc.- Excellent communication skills.- Deep knowledge of either mutual funds or stocks or PMS.- Ability to explain complex investment methodology to clients in simple terms.- High ownership and strong stakeholder management skills (both internal and external).Education & Certifications:- MBA or CA or CFA is preferred.- NISM Mutual Funds & PMS Distributors certificates (within 1 month of joining).To succeed in this role:- Bring a high level of energy and enthusiasm to your role.- Dedication to go the extra mile to achieve outstanding results.- Ability to thrive in a team-oriented environment.- Openness to change, embrace challenges, and continuously seek opportunities for growth and development.- Fresh perspectives and innovative thinking to solve problems.Folks you will work with:- The people you work with are crucial to your experience and success at work. You will work closely with the following people like ,Co-Founders, Head of Business, Head of Digital Acquisition Business, Head of Product, Head of Design, Head of Engineering. What you can expect:- A great work environment with high ownership and growth opportunities.- Best in market compensation and Incentives.- Work closely with the founding and the leadership team on key projects.- High talented team members to coordinate and work with.- Open door work culture.- Flat organizational structure.- Wide scope of learning opportunities in different areas of business by working side by side with product team and tech team.Certifications Required: - NISM Mutual Funds & PMS Distributors certificates (required before joining). (ref:updazz.com)

Payroll Type : Permanent