DRChoksey FinServ - HOD - PMS/AIF/Investment Banking Sales/CEO - Fund Management

Description:

Role & Designation HOD PMS / AIF / Investment Banking Sales | CEO Fund Management SBU

Job Overview

Roles & Responsibilities

- Develop and execute fundraising strategy across channels (HNIs, UHNI, family offices, institutions, platforms).

- Lead sales teams focused on PMS/AIF schemes and IB mandates (ECM/DCM/private placements).

- Build strong relationships with wealth managers, investment advisers, banks, and distribution partners.

- Collaborate with Fund Managers and Product teams to position strategies and create marketing material.

- Drive investor education initiatives (webinars, events, whitepapers) to build brand and trust.

- Coordinate with Investment Banking team for cross-sell of deals to key investors.

- Ensure adherence to SEBI regulations relating to PMS, AIF, and distribution practices.

- Implement robust pipeline management, investor onboarding, and reporting processes.

- Monitor scheme performance versus benchmarks and peer groups to refine sales

narratives.

- Provide regular market feedback and investor insights to Fund Management and IB teams.

Skills Required

- Deep understanding of PMS, AIF categories (Cat I/II/III), and IB products.

- Familiarity with fund structures, term sheets, and distribution economics.

- Strong network among HNIs, family offices, institutional allocators, and wealth platforms.

- Understanding of regulatory environment for AIFs/PMS and investor protection norms.

2. Technical Skills

- Ability to explain complex investment strategies, risk-return characteristics, and portfolio performance.

- Proficiency in performance analytics, attribution, and investment reporting.

- Experience using CRM systems for pipeline and relationship tracking.

- Strong presentation skills with ability to handle detailed investor due diligence queries.

3. Managerial Skills

- Proven leadership in building and motivating high-performance sales teams.

- Negotiation skills for commercial terms with large distributors and investors.

- Strategic thinking on product positioning, pricing, and incentives.

- Ability to work cross-functionally with fund managers, legal, compliance, and IB teams.

- Excellent communication and relationship management capabilities.

Qualifications

- 15+ years in fund-raising / distribution roles in PMS/AIF/IB or similar alternative products.

- Mandatory regulatory certifications as applicable for distribution and advisory.