About Marketsmojo:

Marketsmojo Asset Management is a technology driven fund management house currently providing Portfolio management Services to a wide network of High Net worth and Ultra High net worth investors. The company is a part of the Marketsmojo group, which has a successful 8-year track record and has been at the forefront of using AI and data science to provide clients a unique investment advisory service using its highly successful proprietary algorithms.

Position Overview:

We are seeking a dynamic and results-driven professional to join our team as a PMS Sales and Investment Advisory Specialist. The ideal candidate will have a strong background in financial product sales, excellent communication skills, and a customer-focused approach. This role involves engaging with high-net-worth individuals (HNIs) and prospective clients, pitching tailored investment solutions, and ensuring seamless customer onboarding.

Role and responsibilities:

1. PMS Sales:

- Engage with customers through tele calling to present and promote our PMS (Portfolio Management Services) products.

- Target existing Markets Mojo customers with portfolios above INR 50 lakh, leads generated from the website, attendees of roadshows, and other prospects from diverse data sources.

2. Investment Advisory Products:

- Proactively pitch investment advisory portfolios to leads where customers have funds below INR 50 lakh or are not interested in PMS. Provide comprehensive information on both PMS and investment advisory products to convert leads into successful sales.

- Provide comprehensive information on both PMS and investment advisory products to convert leads into successful sales.

- Assign leads to the mapped Customer Service Executive (CSE) post customer sign-up to facilitate the KYC process.

- Regularly follow up with customers to ensure timely completion of their KYC journey.

- Coordinate with CSE and back-office teams to ensure account activation within the defined turnaround time (TAT).

- Transition converted customers to Relationship Managers (RMs) for ongoing management and support.

Key Skills:

- Excellent communication and interpersonal kills

- Proven sales and negotiation expertise

- Basic knowledge of PMS & investment products

- Proficiency in CRM tools for lead and customer management

- A problem-solving mindset with a strong focus on customer satisfaction

Eligibility Criteria:

- Need 2-3 years of experience in selling investment products within a banking or financial services environment.

- Strong sales orientation, with a focus on achieving targets and delivering results.

- Customer-centric approach with exceptional communication abilities.