Portfolio Development Manager - Sales - Investment Product (5-15 yrs)
Job Description: Portfolio Development Manager
Location : Bangalore and Kochi
Job Type : Full-time
Age Range : 30-40 years
CTC : 10 - 12 LPA
No. Of Positions : Bangalore : 2
Kochi : 1
Experience : 5 - 6 years Gender: Both male and female candidates preferred
Responsibilities : Identify and engage with high net worth individuals and families to promote investment opportunities with the company.
- Develop and maintain strong relationships with potential investors, particularly those interested in the automobile, real estate, and luxury segments.
- Present and promote investment products and services tailored to the needs of individual clients, focusing on the company's diverse verticals including retail, construction, real estate, and fashion.
- Collaborate with internal teams to customize investment solutions and address client inquiries or concerns.
- Stay updated on market trends, investment strategies, and regulatory changes to provide informed recommendations to clients.
- Achieve and exceed sales targets by effectively prospecting, pitching, and closing investment deals.
- Provide regular reports and updates on sales activities, client interactions, and market insights to management.
Requirements :
- Proven experience in sales or business development, with a strong track record of selling products or services worth Rs. 1 crore and above, preferably in the automobile, real estate, or high-end luxury segments.
- Background in investment management, wealth management, or related fields is highly desirable.
- Strong networking and relationship-building skills with a demonstrated ability to engage high net worth individuals.
- Excellent communication and presentation abilities to articulate complex investment concepts clearly and persuasively.
- Results-driven mindset with a track record of meeting or exceeding sales targets.
- Knowledge of financial markets, investment products, and regulatory requirements.
- Bachelor's degree in Business, Finance, Economics, or a related field. Additional certifications such as CFA or MBA would be advantageous.
Benefits :
- Competitive salary and incentive package based on performance.
- Opportunities for career growth and advancement within the organization.
- Comprehensive training and development programs to enhance professional skills.
- Dynamic and collaborative work environment with a focus on innovation and excellence.
- This role includes the exciting opportunity to contribute to our world-class luxury fashion project in London.
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