Wealth Manager - Sales - Portfolio Management Service (2-6 yrs)

#Hiring conntections

Job Title: Portfolio Management Services (PMS) Executive

Department: Wealth Management

3-7 years of relevant experience in Wealth Advisory Firms with client-facing roles.

Location- Andheri east

Apply - JyotiSh@anantaresource.com

Job Summary:

We are seeking a dynamic and highly presentable candidate to engage with High Net Worth Individuals (HNIs), solicit investments into Portfolio Management Services (PMS) and Equity products, and offer personalized investment solutions.

Key Responsibilities:

- Engage with HNI clients to understand their investment needs and provide customized PMS and Equity solutions.

- Proactively solicit investments from both new and existing HNI clients.

- Build and maintain strong, long-term relationships with HNI clients.

- Conduct thorough market research to stay updated on the latest investment products, equity markets, and PMS strategies.

- Serve as the face of the company, ensuring high professionalism and client satisfaction.

- Coordinate with internal investment teams to develop customized investment proposals.

- Ensure compliance with regulatory standards during client interactions.

Key Requirements:

- Graduate/Postgraduate with specialization in Finance, Business Administration, or related fields.

- 3-7 years of relevant experience in Wealth Advisory Firms with client-facing roles.

- Strong understanding of PMS, equity markets, and various investment products.

- Exceptional market research and analytical skills.

- Excellent verbal and written communication skills.

- Highly presentable with strong interpersonal skills and a customer-centric approach.

- Ability to work under pressure and meet targets.

Preferred Qualifications:

- Certifications such as NISM Series V A (Mutual Fund Distributors) or other relevant capital market certifications.

- Previous experience in a Wealth Management firm, AMC, PMS house, or Private Banking.

Working Days

Working Days : 6 Days (Mon-Sat) 2nd & 4th Sat off Work Timing : 9 Am -6 PM