11+ Investment management Jobs in Bangalore (Bengaluru) | Investment management Job openings in Bangalore (Bengaluru)

About Company

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Roles & responsibilities

• Onboarding, Handling, and Managing HNI / Ultra HNI clients.

• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography. 

• Aiming for consistent growth of customer wallet share and book size.

• Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.

• Constantly review client portfolios and give a bird’s eye view.

• Ability to work in partnership with Federal Bank and drive leads & AUM.

• Service existing clients with the support of the client servicing team

• Adherence to all regulatory, statutory, and corporate compliance standards 

Requirements

• 8+ years of experience in the Wealth Management space

• Must have completed an MBA from a premier business school.

• Should have a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE, etc.) & markets.

• English is mandatory and command of the local language would be beneficial. 

• Ability to work in tandem with our channel partner and generate leads & business. 

• Good communication and presentation skills

About Company:

Our client is a leading investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Job Description

• Empanel distributors to sell the investment management schemes
• Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channel, and direct clients, as outlined.
• Handling channel and client queries

Strategy Planning

• Achieve set targets through designed strategy
• Keep monitoring & review strategy on ongoing basis

Internal Coordination

• Liaising with senior management to arrive at clear objectives for the department
• Resource planning
• Liaising with investment teams to enable client interaction & information
• Liaising with operations and ensure smooth functioning between department & operations.
• Ensure proper compliance with respect to all channel partners - distributors / clients etc.

Compliance

• Ensure all activities is as per proper compliance internally and as per regulatory

Requirements

• Ensure all distributor agreements / client documentation has met with all regulatory & compliance requirements on an ongoing basis.

Requirements

Sales, Client Servicing, New client acquisition

If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you!

The WH/TL is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. (S)he would be responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services.(S)he would be helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. (S)he would be a business manager as he would be responsible for P&L of his team.

 Wealth Management, Financial Services, Broking

 Responsible for development and management of respective zone teams, comprising Team Leaders, RMS

Responsibilities:

 Handling a team of Wealth Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high

 Maintaining profitability targets by ensuring good IRR and cross sell

 Identifying streams for revenue growth & developing business plans to build consumer preference

 Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues

 Monitoring client’s portfolio performance and rendering sustained advisory services for securing high ROI

 Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level

 Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process

 Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team

 To ensure achievement of acquisition ,activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers

 To ensure achievement of business and revenue targets attributed for the company.

 Conduct performance reviews for effective monitoring and measuring of results.

Qualifications: Graduate/ MBA/PGDM in Finance

Roles and Responsibilities

- Calling people who have filled the signup or contact form

- Finding leads online/offline who match the criteria of the target customer

- Make cold calls to the leads generated

- Handle both outbound/inbound calls

- Update systems, CRMs, Excels, Google Sheets

- Give platform demo to interested customers

- Write articles/knowledge base for tutorials on how to use the product

- Support customers for any queries about the product

Desired Candidate Profile

- Should have great convincing skills

- Should have strong negotiating skills

- Should be able to pitch the client understand the customer instead of repeating a fixed sales pitch

- Should have always achieved targets or beyond

- Should be able to Tech Savvy

- Go-getter attitude, self-starter, instead of manager or management having to follow up to get work done or to remind about targets

- Well organized with handling data, sales funnel and reaching out to the customers on time

- Soft-spoken and delight for customers to speak to

- Must have email writing skills to follow up or share information

- Can be on phone for a long time and familiar with using dialer systems

Graduate/Post Graduate/MBA with 1 year of experience from BFSI

Work Experience 1+ Years of Sales experience,

Preference to NISM Certified candidates with experience in new client acquisition

Critical Skills Required

Relationship Management

Influencing Skills

Technical - Product Knowledge

Presentation skills

Interpersonal skills 

Effective Communication 

Result oriented with proper adherence to compliance

Negotiation skills

Job Title

Sales Executive

PWIP, Bangalore

Job Summary

We're seeking an enthusiastic salesperson to join our team. Generating leads, conducting sales

calls, maintaining our CRM database, and fulfilling sales targets are all tasks of the sales

executive.

Description of Job Duties 

 Developing sales strategy and setting sales goals.

 Prospect research and lead generation.

 Building communication with potential and existing customers through phone, email,

and in person.

 Answering questions, inquiries, and complaints from customers.

 Creating and sending proposals and quotes.

 Using specific software packages to manage the sales process.

 Creating and managing a CRM database.

 Meeting sales goals on a daily, weekly, and monthly basis.

 Attending meetings with the sales staff.

Skills & Requirements

 Should be able to join immediately

 High school diploma.

 1+ years of sales experience.

 Excellent sales and customer service abilities.

 Strong communicator, both verbally and in writing.

 Excellent communication and presenting abilities.

 Microsoft Office, CRM, and sales software programs expertise.

 Good problem-solving and negotiation abilities.

Salary Range

300000- 360000 Per Annum 

Location

Bangalore

Language

Hindi, English, and Karnada is mandatory

Company Info

PWIP creates a strong product line-related network of Traders, Distributors, Wholesalers,

Processors, Millers, Farmers, Exporters,

check product prices, place bulk purchases, and network with their relevant target partners.

About the role: Business Executive Development will be responsible for driving company sales by sourcing new clients, and by convincing existing clients to purchase added offerings. As such, business development executives play an integral role in companies' longevity.

Responsibilities:

• Developing and executing sales plans to meet and exceed monthly and quarterly sales goals
• Identifying new revenue opportunities
• Assisting with marketing and promotional projects
• Negotiating with clients to secure the most attractive prices
• Attending networking activities to research and connect with prospective clients.

Requirements:

• Great networking skills.
• Ability to create actionable marketing strategies
• Leadership and strong communication skills
• Strong customer service skills

About the Role: Sales operations is a vital function within an organization that focuses on optimizing and improving the effectiveness of sales processes. Operating behind the scenes, sales operations professionals play a crucial role in supporting the sales team and driving revenue growth.

Responsibilities:

·      Optimize sales processes and workflows for maximum efficiency.

·      Oversee the implementation and maintenance of Customer Relationship Management (CRM) system.

·      Analyze sales data and prepare reports to provide insights and recommendations.

·      Forecast sales and set goals for the team

Requirements:

·      Excellent communication and collaboration skills

·      Problem-solving and critical thinking abilities.

·      Knowledge of market trends and competitive landscape.

• · Detail-oriented with exceptional organizational skills

We are looking for a self-driven candidate for the BDE post, 

Prefer experience with CRM sales, Digital Marketing and IT Sales for Web Designing and Web Development.

Identify key buying centres to expand the net new client base

Leverage key best practices to drive and successfully generate new business opportunities

Build and effectively manage a list of new clients to drive business development.

Collaborate with internal resources and external networks to prioritize and penetrate key accounts.

Utilizing account planning and time management tools to drive an increase in revenue

Establish and maintain executive relationships with clients

Mastery and consistent execution of tecHindustan’s internal sales methodology, and services

Manage forecast accuracy on a monthly/quarterly/annual basis

Successful track record in Lead Generation, sales and negotiation

Basic knowledge in Web Development, Mobile Apps Development, and Digital Marketing fields.

Excellent verbal and written communication skills

Possesses strong organizational and time-management skills.

Proven ability to plan and manage resources

Team player with strong analytical skills and the ability to understand and resolve complex problems.

Nice To Have:

Any sales or business development certifications

Experience with managing freelancing portal profiles dedicatedly

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