A complete application in a minute
Tailored resume and cover letter, ready to send.
EJT Group Services in Mumbai is seeking a sales-focused professional to manage B2B and B2C client segments and drive acquisition from HNI/UHNI clients. You will build relationships, educate prospects about PMS and AIF products, and collaborate with operations to onboard clients smoothly.
Role involves lead generation through networking and referrals, portfolio reviews for client satisfaction, and staying aligned with market trends while ensuring SEBI compliance and company policies in
Responsible for B2B & B2C segment
Identify & develop sales strategy for acquisition from HNI & UHNI client segments.
Build & nurture strong relationships with clients/ partners to understand their investment needs
& provide tailored solutions.
Conduct presentation and educate prospects about PMS & AIF products
Collaborating with the operations and investment team to ensure smooth onboarding and Generating leads through networking, referrals and strategic alliances.
Manage & regularly review portfolio of clients with constant focus on relationship building & customer satisfaction.
Monitor and stay relevant to market trend/conditions to ensure that clients are updated about important market developments.
Ensuring compliances with SEBI regulations and company policies while managing client/
partners interactions/tranactions