Sr. Manager - PMS

Job Description: Sales Manager - PMS (Portfolio Management Services)

Company: Nirmal Bang Securities
Location: Delhi
Department: Sales & Marketing

Key Responsibilities

1. Sales Strategy and Execution
   
• Develop and execute a comprehensive sales strategy for promoting Nirmal Bang's PMS offerings to potential clients in the Delhi region.
• Identify and target high-net-worth individuals (HNIs), family offices, and institutional investors.
• Set and achieve sales targets, ensuring consistent growth in PMS assets under management (AUM).
• Monitor industry trends, competitive landscape, and customer preferences to enhance PMS offerings and sales strategies.
2. Client Relationship Management
   
• Build and maintain long-term relationships with new and existing clients.
• Understand clients' financial goals and objectives, and provide customized investment strategies through the PMS offerings.
• Provide timely and accurate updates on portfolio performance, market trends, and investment strategies to clients.
• Address client queries, concerns, and feedback promptly, ensuring high levels of client satisfaction.
3. Product Knowledge and Market Expertise
   
• Maintain in-depth knowledge of Nirmal Bangs PMS offerings, including various asset classes, investment strategies, and performance metrics.
• Stay updated with market developments, economic trends, and regulatory changes impacting PMS and related financial products.
• Conduct informative presentations and discussions with clients, highlighting the benefits and features of PMS.
4. Lead Generation and Business Development
   
• Generate new leads through networking, referrals, cold calling, and attending industry events.
• Engage with prospects to understand their financial needs and introduce suitable PMS offerings.
• Collaborate with marketing and business development teams to generate high-quality leads and enhance brand visibility in the market.
5. Sales Presentations and Negotiations
   
• Conduct detailed client presentations, demonstrating the advantages of PMS and Nirmal Bangs investment solutions.
• Customize solutions based on clients financial goals, risk tolerance, and investment horizon.
• Lead negotiations, ensuring favorable terms for both the client and the organization.
6. Performance Tracking and Reporting
   
• Track sales performance and progress towards targets regularly.
• Prepare and present detailed sales reports, market insights, and performance metrics to senior management.
• Analyze and report on key business trends, client feedback, and competitor activities.
7. Collaboration with Internal Teams
   
• Work closely with the portfolio management, research, and operations teams to ensure smooth execution of client portfolios.
• Provide feedback from clients and prospects to the internal teams to improve product offerings and services.
8. Customer Support and After-Sales Service
   
• Ensure smooth onboarding for new clients and effective transition of portfolios to the management team.
• Follow up with clients regularly to ensure satisfaction and address any post-investment queries or concerns.
• Encourage referrals and testimonials from satisfied clients to generate additional leads.

Key Requirements

• Education:
  Bachelors degree in Finance, Economics, Business, or a related field. MBA, CFA, or other relevant financial certifications will be a plus.
• Experience:
  Minimum of 3+ years of experience in sales, business development, or relationship management within the financial services industry, with a focus on PMS, wealth management, or asset management.
• Skills:
  
• Deep understanding of financial products, particularly PMS, mutual funds, equities, and other investment strategies.
• Strong sales acumen, with the ability to build relationships and close deals with HNIs and institutional clients.
• Excellent communication and presentation skills.
• Ability to understand complex financial concepts and articulate them clearly to clients.
• Proficient in CRM software, MS Office, and other sales tools.
• Attributes:
  
• Strong negotiation skills and ability to work under pressure to meet sales targets.
• Client-focused with a passion for delivering excellent service.
• High level of integrity and professionalism.
• Self-motivated, goal-driven, and capable of working independently as well as part of a team.
• Willingness to travel for client meetings and events, as required.

Preferred Qualifications

• Knowledge of the financial markets and investment management strategies.
• Existing network within the Delhi region, especially among HNIs and institutional investors.
• Previous experience in a sales role within a leading brokerage or wealth management firm.

Benefits

• Competitive salary with attractive performance-based incentives.
• Health, dental, and vision insurance.
• Paid time off (PTO) and public holidays.
• Professional development opportunities and training.
• Employee-friendly work culture and growth opportunities.

Interested candidates
📧 Connect with me at neha.karn@nirmalbang.com
📞 Contact: +91-8454800958 | (L) 011-41320715

Regards,
Neha Karn
Senior Executive - HR
Nirmal Bang Securities Private Limited
10185A, Mezzanine Floor, Arya Samaj Road
Karol Bagh, New Delhi-110005
neha.karn@nirmalbang.com| www.nirmalbang.com

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