Sales Role - Portfolio Management Services (1-5 Yrs) Hyderabad/Bangalore (BFSI Sales)

About the role :We are actively seeking dynamic individuals to join the inbound business team. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your primary responsibilities will encompass facilitating a comprehensive understanding of company s Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment.What you will work on : PMS Sales- You get pre-scheduled video meetings with potential clients where you will have to review client s portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of - 50L & above)- Interact and convert these high-intent inbound clients into investing in our portfolio products- Have good knowledge of the overall markets and use those points in your conversations with clients- Evaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.- Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team.- Guide clients thoroughly on their Tax liabilities when exiting or entering into funds- Maintain good relationships with your existing clients for investing more into different products which we offerWhat we expect :- Excellent communication skills- Must be able to articulate complex topics seamlessly to clients- High ownership and strong stakeholder management skills (both internal and external)- Thorough knowledge of financial products like mutual fund, stocks, bonds and portfolio management service- Must have high ownership on performance- Proficient in MS-Excel- Prior experience preferred in sales, financial services or banksWhat you can expect :- A great work environment with high ownership and growth opportunities- Best in market compensation and Incentives- Work closely with the founding and the leadership team on key projects- High talented team members to coordinate and work with- Open door work culture- Flat organizational structure- Wide scope of learning opportunities in different areas of business by working side by side with product team and tech team (ref:updazz.com)

Payroll Type : Permanent