Job Description

Job Title: Relationship Manager - AIF and PMS Sales Location: Mumbai, India Job Type: Full-time Salary: 7 to 9 Lacs per annum Experience: 3 to 5 years in PMS and AIF sales Company Overview: J R Laddha Financial Services Pvt Ltd is a leading financial services firm specializing in wealth management solutions, including Portfolio Management Services (PMS) and Alternative Investment Funds (AIF). With a commitment to excellence and a client-centric approach, we strive to provide innovative investment solutions to our High Net Worth Individuals (HNIs) clients. : As a Relationship Manager specializing in AIF and PMS sales, you will play a pivotal role in driving business growth by effectively prospecting and selling our PMS and AIF products to High Net Worth Individuals (HNIs) in Kolkata. Your responsibilities will include: Responsibilities: Prospecting and Sales: Identify, approach, and convert potential clients through direct sales efforts, focusing on HNIs in the region.Explore new products or investment opportunities which are differentiated from normal PMS/AIF\'s and discuss its feasibility with team and management. Client Engagement: Develop and nurture relationships with existing clients, understanding their investment needs and providing suitable PMS and AIF solutions. Actively engage with clients to ensure high satisfaction levels and generate additional wallet share. New Client Acquisition: Continuously expand the client base by acquiring new clients through networking, referrals, and other business development activities. Sales Targets: Achieve and exceed assigned sales targets within specified timelines, demonstrating consistent performance and revenue growth. Market and Industry Analysis: Stay updated with market trends, competitor activities, and regulatory changes affecting the PMS and AIF landscape. Conduct thorough market and industry analysis to identify opportunities and develop effective sales strategies. Sales Reporting: Maintain accurate records of sales activities, client interactions, and pipeline status. Provide regular reports and updates to the management team on sales performance and market insights. Qualifications: Bachelor\'s degree in Finance, Business Administration, or related field. Additional certifications in finance or investments would be a plus. Proven track record of 3 to 5 years in PMS and AIF sales, preferably in the financial services industry. Strong understanding of Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and other wealth management products. Excellent communication and interpersonal skills, with the ability to build rapport and trust with HNIs. Result-oriented mindset with a passion for sales and achieving targets. Analytical mindset with the ability to conduct market research and interpret financial data effectively. Benefits: Competitive salary package with attractive incentives based on performance. Opportunity for career growth and advancement within the organization. Comprehensive training and development programs to enhance skills and knowledge. Dynamic and collaborative work environment with a focus on innovation and excellence. If you are a motivated and driven individual with a passion for sales and wealth management, we encourage you to apply for this exciting opportunity. Join our team and be a part of our journey to redefine wealth management in Mumbai!

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