Product Portfolio Job Vacancies in Mumbai

1)- Prospecting potential customers: by phone, by email, physically 2)- Selling products or services to those clients. 3)- Managing a client's portfolio. 4)- Managing sales process. 5)- Identifying new development channels. 6)- Follow-up of sales. 7)- Promoting the company and its product/service.

Position: Account Manager- Supply Chain FinanceLocation: Lower Parel, MumbaiDuration: Full-Time (Onsite)The ideal candidate:Support team members in their tasks and contribute to achieving team objectives and organizational goals.Ensure timely and accurate responses to client Inquiries.Work with the Operations team to enhance the efficiency of financing processes and improve the overallclient experience.Participate in team meetings, sharing insights and knowledge with colleagues to foster a collaborativework environment.Qualification and Experience:5+ years of relevant experience in NBFC and Lending spacePrior experience in Corporate Relationship Management with a lending entityPrior experience in Supply Chain Finance products

8+ Years of Experience in Product Portfolio Planning & Execution for B2B Pharma Products (minimum 5+ Years Experience in Injectable for Domestic & Europe Regulatory Market) Develop Potential Product list in line with Market, Customer, Revenue growth, competition to be focussed Preparing Portfolio Strategy & Product Identification from getting the lead from Market, Competitors, IMS & Export Data & Reviewing it on timely basis Forecasting the Future Requirement & Capacity of the Plant in regards to Product Demand, Regulatory Status, & Capacity Availability. Reviewing & Approving of Feasibility of Product Launch, Business Basket & Outsourcing Reviewing & Implementing the Strategy for Product Launch for Country, Product in RADAR, PMO, Etc. Reviewing & approving the Business Case. Good in Handling Stakeholders, Strong Communication & articulation. He should be able to leads the team

Company Name- Triventure Advisory Pvt Ltd, Bandra BKC Business Associate of Motilal Oswal Relationship ManagerLooking up for Candidates from BFSI Sector and who has Experience/Knowledge into Stock Market or Broking firmCandidate who can sell all financial products - MF, SIP, Equity, Commodity, Currency, PMS, Options etc.Immediate joiner or who can join within a 10-15 days or with a month.3+ years of hard core experience in Sales profile for selling all Financial product.Salary :- No Bar For Right Candidate.Roles and Responsibilities :1) Acquiring new clients for Demat & Trading accounts through networking, data base and references.2) End to end customer relationship management.3) Meet Non-Trading Customers and activate them.4) Sell online accounts to customers and encourage them to trade online.5) Have a customer centric approach and ensure that customers are serviced well.6) Ensure that the customer actively trades after opening the account.7) Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.8) Keep track of evolving financial markets and government policies which impact approach and strategies.NOTE- candidate should have minimum clients database and should be able to work on personal searching. Company can provide 50% Leads and remaining 50% must be done by Candidate itselfQualifications and Experience:Graduation/Post Graduation in any stream.Working days : Monday to Friday.Working Hours : 9am to 5pm.Location : BKC, Mumbai.

1. Prepare/submit for all types of Forms/details required at the time of Purchase/Redemption of all Mutual Fund & shares Investments along with necessary documents.2. Maintain Investment records related to investments in shares and mutual funds under all categories (Local + Global) of entire group.3. To Follow up for Statement of account & other reports related to all Investments.4. To update Investment management software - Mprofit on daily basis.5. Update Cash & Bank Entries for payments made on regular basis and keeping bank reconciliations up to date.6. Account all Transactions under Tally on a daily basis.7. Prepare Capital Gains statement & other reports on a daily basis or as and when required.8. Provide relevant information as required by IT department online/offline.9. Preparation of MIS report (like Market Valuation) etc. as per requirements of Management / Auditors.10. Maintaining proper back up of all expenses in file.11. To Liaise with Fund Houses/Brokers/bankers as and when required12. To check the charges like exit load, commissions etc. debited with Tariff.13. To Resolve queries of statutory Auditors.14. To assist accounting/reports for other group companies/Personal accounts as & when required.15. To assist to Prepare TCS/TDS/GST Reconciliations of entire group & follow up for outstanding, as & when required.16. Any other work pertaining to investment and accounting.

Roles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base.Dealing and servicing of existing clients.Preparation and execution of Financial assessments.Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment.Generating the revenue primarily through core products.