Role Overview:
The role is responsible for driving AIF & PMS business through distributors & channel partners. The incumbent will focus on relationship management, business development, and revenue growth while ensuring a seamless investment experience for HNIs, Ultra HNIs, and Family Offices.
Key Responsibilities:
- Ensure effective and smooth relationships with assigned distributors/clients in the region to drive consistent business growth.
- Responsible for prospecting and selling AIF & PMS products to High-Net Worth Individuals (HNIs) through direct sales efforts and third-party distributors.
- Develop strong distribution relationships through continuous engagement, training programs, and value-added initiatives.
- Drive business through consultative engagement with Branch Managers, Senior RMs, and Regional Heads to enhance distributor participation.
- Achieve sales targets, increase market share, and drive AIF & PMS penetration in assigned territories.
- Monitor market trends, competitor strategies, and investor behaviour to refine sales approach and identify new opportunities.
- Actively generate new sales while strengthening existing client relationships.
- Ensure compliance with SEBI regulations and internal risk management guidelines in all sales and marketing activities.
Role Specific Competencies:
- Strong understanding of AIF, PMS, and alternate investments.
- Strong knowledge of wealth management & investment advisory practices.
- Ability to analyze market trends and investor behaviour.
- Hands-on experience with sales analytics & CRM tools preferred.
Behavioral Competencies:
- Strong relationship-building and networking skills.
- Excellent communication & presentation skills.
- High levels of ownership and result orientation.
- Ability to influence & negotiate with key stakeholders.
Formal Qualifications / Prior Work Experience:
- Education: MBA/CA/CFA preferred.
- Experience: 8 - 10 years of experience in sales & distribution of AIF, PMS, or Mutual Fund through channel partners.
- NISM Series XXI - A is mandatory at the time of joining.
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