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Senior Wealth Manager - Sales - AIF & PMS (4-5 Yrs) Mumbai/Pune (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
Urgent Hiring for a leading AMCJob Description:- Manage distribution Sales for location and handle top key relationships for product focusing AIF, PMS, Mutual Funds Manage key relationship distributor, direct clients.
-Client acquisition as major role and meet revenue targets of the company by distributing AIF and PMS products.
-Distributor s clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting.
-Build and maintain strong relationships with clients, understanding their financial goals and risk tolerance.
-Identify and pursue new business opportunities to expand the client base.
-Stay informed about market trends, investment products, and regulatory changes to provide clients with up-to-date information.
-Collaborate with internal teams to ensure seamless service delivery and client satisfaction.Qualifications: - Bachelor s degree in Finance, Economics, Business Administration, or a related field.
-Minimum of 4 years of experience in wealth management, financial planning, or a related field.
-Strong knowledge of investment products, financial markets, and regulatory requirements.
-Excellent communication, presentation, and interpersonal skills. (ref:updazz.com)

Payroll Type : Permanent
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Updazz.com (Registered since July-2017)
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