Portfolio Management Services - Sales

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This course helps Relationship and Sales Managers succeed in PMS by building essential skills in emotional intelligence, client-centric selling, and product knowledge. It covers strategies for engaging HNIs, NRIs, family offices, and institutions, along with key regulatory and compliance aspects. Learners will also explore modern selling methods, time management, and trust-based relationship building.

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₹ 500/-
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This course includes:

2 Hours of learning content

1 months access

Completion Certificate

English

Who Should Take This Course?

This course is designed for:

Sales professionals

Wealth managers

Financial advisors

Executives (HNIs, family offices, NRIs, or institutional investors)

Learners who want to stay updated on PMS regulations, SEBI guidelines, and compliance

Offered by: NISM

Assessment Test: NA

Pass Percentage - NA

What’s In It For You?

Key Attributes for Success of Relationship/Sales Manager

Client Centric Selling Approach

Product Knowledge

Relationship Management

Approaching and Targetting Different Client Sets for PMS

PMS: Regulatory Compliance and SEBI Guidelines

Looking for Help?

Helpdesk

02192-668492/8493

Timings: Monday to Friday 9:30 AM till 5:30 PM

(Helpdesk will remain closed on public holidays).

elearning@nism.ac.in