Relationship Manager/Investment Advisor

Role: Relationship Manager/Investment Advisor

Location: Mumbai

Experience: 4-7 Years

Role and responsibilities:

- Sales and Business Development for PMS and Asset Management Business through direct channels, distributors, Family Offices & Corporates

- Target-driven business conversion, with rewards linked to target achievement

- Maintain regular contact with clients to build relationships.

- Portfolio reviews and communicating house views on markets at a regular frequency

- Continuously work toward brand building

- Add value through inputs to improve processes and service

Behavioral Competencies:

- Highly motivated self-starter with an entrepreneurial mindset

- Achievement orientation towards the business targets and goals set

- Strong Communication skills.

- Good negotiation skills

- Keenness to take on new challenges

Qualification:

- Graduate/Post Graduate/MBA

- Work experience: 4-7 years of relevant sales experience, experience in MF and PMS sales

- Would be an added advantage

Role Specific Competencies:

- Knowledgeable - Should have a sound understanding of markets and trends.

- Good performance track record in previous work experience

- Good people skills