SearchLight HR Reviews by Employees

Head - Sales Key Responsibilities: Business Development & Sales Leadership: - Drive business development strategies for Portfolio Management Services (PMS) and Alternative Investment Fund (AIF), achieving ambitious sales and growth targets. - Expand and manage a premium client base by acquiring high-revenue clients, particularly targeting UHNIs and HNIs. - Design and execute lead generation campaigns to accelerate customer acquisition, leveraging events, partnerships, and strategic initiatives to maximize revenue growth. Client Relationship Management: - Build, maintain, and deepen relationships with key intermediaries and direct clients to ensure long-term, sustainable partnerships. - Conduct regular client reviews, ensuring alignment between their financial goals and tailored portfolio solutions, ultimately fostering long-term wealth creation. - Provide clients with consistent, valuable market insights and guide investment strategies to optimize their portfolios, based on prevailing market trends and risk management practices. Team Leadership & Development: - Lead, mentor, and manage a high-performing portfolio management sales team to drive sales success and exceed AUM targets. - Provide ongoing education and training to the sales team, ensuring they are equipped with the latest knowledge and tools to excel in the PMS space. - Foster a collaborative, results-oriented culture within the team, focusing on performance, accountability, and continuous improvement. Operational Strategy & Growth Targets: - Own and manage national sales operations, driving the development and growth of PMS business with a target of reaching 10,000 Cr AUM by 2026. - Spearhead the firm's growth in PMS, with a strategic vision to rank among the top 20 PMS providers by 2025, top 10 by 2026, and top 5 by 2027. - Collaborate closely with the broader team to enhance the multi-channel client journey, ensuring seamless service delivery and consistent performance targets. Market Leadership & Insights: - Provide market insights, thought leadership, and strategic guidance to ensure alignment with market trends, investment strategies, and risk management practices. - Establish and maintain distributor tie-ups to maximize revenue streams and extend the firm's market reach. Revenue and Performance Management: - Continuously track sales performance and market share, implementing strategies to meet revenue targets and maintain growth trajectory. - Ensure the development and execution of strategies that enhance revenue from PMS and AIF offerings. Qualifications: Education: - Master's degree in Finance, Economics, Business, or a related field. - Advanced qualifications such as MBA, CFA, or equivalent are preferred. Experience: - Minimum of 5-8 years of experience in equity portfolio management - Proven track record of driving significant growth in Assets Under Management (AUM), managing large portfolios, and leading high-performing sales teams. - Expertise in the PMS and AIF space, with a deep understanding of equity markets and financial products. - Strong experience in managing relationships with UHNIs, HNIs, and other premium clients in the wealth management or asset management industry. Skills & Attributes: - Strong leadership and management skills, with the ability to inspire and motivate teams to achieve targets. - Exceptional communication, negotiation, and interpersonal skills, with the ability to build long-lasting relationships with clients and stakeholders. - Strategic thinker with a results-oriented approach and the ability to drive growth in competitive markets. - Deep market knowledge and understanding of industry trends, portfolio management, and investment strategies. - Strong understanding of client needs and the ability to deliver tailored portfolio solutions for long-term wealth creation

Mumbai

Head - Sales - Portfolio Management Services 

Job Description for Head - Sales - Portfolio Management Services  in SearchLight HR Services Pvt. Ltd in  Mumbai for (5-8) years of experience. Apply Now!