AVP-Sales

mastertrust

Chandigarh

On-site

INR 1,500,000 - 2,300,000

Full time

14 days+
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Job summary

Master Capital Services Ltd invites an AVP-Sales to lead wealth management advisory and drive AUM growth. The role involves selling Mutual Funds, PMS, Bonds, AIF, FDs, and direct equity products while delivering customized client solutions.

You will target high-net-worth clients, acquire new relationships, and ensure customer satisfaction through effective support. Strong communication and presentation skills are essential for success in this dynamic environment.

Responsibilities

  • Wealth Management advisory responsibilities.
  • Sell Mutual Funds - Equities/Debt, PMS, Bonds, AIF, FDs, Structured products, Direct Equity - Listed and Unlisted.
  • Provide customized client solutions by assessing risk and financial needs.
  • Acquire new clients by selling wealth management products.
  • Ensure customer satisfaction with customized and efficient support.
  • Innovate and explore new products to achieve acquisition and revenue targets.
  • Focus on AUM-driven growth.

Job description

Group Company: Master Capital Services Ltd

Designation: AVP-Sales

Office Location:

Position description: 1. Candidate will be responsible for Wealth Management Advisory. 2. Candidate will be responsible for selling products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, FDs, Structured products, Direct Equity- Listed and Unlisted etc. 3. Provide customized solutions to the clients by evaluating their risk assessment and financial needs. 4. Acquisitions of new clients by selling wealth management products. 5. Ensuring customer satisfaction by customized and efficient support. 6. Innovating and exploring new products from time to time to achieve acquisition and revenue targets. 7. Focus should be on AUM driven approach.

Primary Responsibilities: 1. Required experience in Third Party Product & Distribution / Wealth Management exclusively 2. Self-motivated, dynamic, target oriented & goals achiever who can work independently. 3. Should possess excellent communication skills & presentation skills. 4. Should be open to change and work in a healthy atmosphere.

Additional Responsibilities:

Reporting Team

  • Reporting Designation:
  • Reporting Department:

Educational qualifications preferred

  • Category:
  • Field specialization:
  • Degree:
  • Academic score:
  • Institution tier:

Required Certification/s:

Required Training/s:

Required work experience

  • Industry:
  • Role:
  • Years of experience:

Key Performance Indicators:

Required Competencies:

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Required abilities

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Work Environment Details:

Specific requirements

  • Travel:
  • Vehicle:
  • Work Permit:

Other details

  • Pay Rate:
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  • Compliance Related:
  • Union Affiliation:

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

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