PMS Sales Role - Wealth Management Firm

About the client:

- Company Name: A leading Wealth Management Company.

- Industries: Banking / Financial Services / Broking

- Company Type: Forbes Global 2000

- Funding Stage: Other

- Headquarter Location: Mumbai

- Nature of Offering: Product & Services

- Founding Year: 1987

- No of Employees: 201-500

Job Description:

- Meet clients, understand their needs, and hand-hold them through the process of Investments.

- Involved in handling Portfolio Management and Advisory Services.

- Responsible for maintaining portfolio management.

- Developing long-term client relationships.

- Having an extensive network of HNI clients.

- Coordinate with the internal teams to execute & close deals seamlessly