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

Job title: Wealth Manager – Sales – Portfolio Management Service (2-6 yrs) Mumbai (BFSI Sales)

Company: Ananta Resource Management


Job description: #Hiring conntectionsJob Title: Portfolio Management Services (PMS) ExecutiveDepartment: Wealth Management3-7 years of relevant experience in Wealth Advisory Firms with client-facing roles.Location- Andheri east Apply – JyotiSh@anantaresource.comJob 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 DaysWorking Days : 6 Days (Mon-Sat) 2nd & 4th Sat off Work Timing : 9 Am -6 PM (ref:updazz.com)

Expected salary:

Location: Mumbai, Maharashtra

Job date: Wed, 02 Jul 2025 05:47:45 GMT

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