Portfolio Manager - Equity/PMS Sales

- Must have experience selling Equity / PMS (Portfolio Management Services) / Mutual Fund directly to HNI and UHNI clients.

- Must have his own strong client base / book selling financial products.

- Must be managing a minimum of 50cr AUM (Asset Under Management) with ticket size of 30-50L.

- Will be responsible for Primarily Selling Equity based investment products. (majorly PMS and AIF)

- Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.

- Responsible for achieving targets as assigned by the organization on a monthly basis.

- Good communication skills and strong sales skills is a must.