Portfolio Management Service - Sales

• Communicate client needs and preferences to the portfolio managers to ensure that investment strategies align with client expectations.
• Encourage existing clients to increase their investment in PMS based on portfolio performance and market opportunities.
• Stay updated on financial markets, economic conditions, and regulatory changes that may impact clients' portfolios or investment decisions.
• Monitor competitor offerings and market trends to differentiate PMS services and improve sales techniques.
• Ensure all sales activities comply with industry regulations and internal policies.
• Maintain thorough documentaon of client interactions, agreements, and communications in line with legal and regulatory requirements.
• Track and report on sales performance, pipeline activity, and market feedback to senior management.

What we want from you:

• Graduate with 5+ Years of experience in similar role
• Chartered Market Technician (CMT) would be an added advantage.
• Proficient in Microsoft Excel/Word/PowerPoint.
• A professional with a positive work ethic, results-driven, highly collaborative and has driven to build a business and be a part of an emerging start-up

Skills

• A profound understanding of equity and financial markets
• Ability to work under pressure and steer through ambiguous situations.
• Good communication writing skills in English.
• Strong analytical and critical thinker
• Strong decision-making ability
• Should be a team player.
• Strong conceptual and reasoning skills.