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Job description:
Ventura is an omnichannel trading and investment platform with a network of branches, sub-brokers and Digital Channels. Founded in 1994, the company has entered the next phase of growth by pivoting to a digital-first approach and strengthening its direct-to-consumer franchise.
What you’ll need to handle:
- Proven experience in client relations, sales, and marketing within the financial services industry.
- Strong knowledge of Mutual Funds, Fixed Income, PMS products.
- Building and maintaining strong relationships with prospective and existing clients.
- Responsible for achieving revenue targets through cross selling of financial products to the clients like Mutual Funds, PMS, FD, Demat
- Excellent communication and interpersonal skills
- Ability to build and maintain strong client relationships.
- Detail-oriented with excellent organizational and time management skills.
- Relevant certifications such as AMFI (Association of Mutual Funds in India) certification or NISM (National Institute of Securities Markets) certification would be a plus
What makes you a great fit:
- Experience in PMS Sales of 3 years is mandatory.
- Any postgraduate or graduate from any field.
- Excellent communication skills and presentability.
- Proven track record in sales success.
- In-depth understanding of Mutual Fund, Portfolio Management Services, Fixed Income products.
- Excellent networking skills.
