PMS sales
📍 Mumbai
💼 Experience: 2-5 Years
- Identify and acquire HNI and UHNI clients for PMS offerings.
- Conduct investor meetings, presentations, and seminars to explain PMS strategies and performance.
- Coordinate with the investment and operations teams to ensure smooth client onboarding and servicing.
- Track market trends, competitor offerings, and investor sentiment to identify sales opportunities.
- Prepare MIS reports, sales forecasts, and client performance reviews.
- Ability to handle HNI / UHNI clients with discretion and professionalism.