Designation / Title open - role is that of a Sales Head, responsible for PMS sales in both IC (min 100 CR AUM) and team contributions (250+ cr). This is a hands-on Sales role for at least a year, contributing on his/her own for the growth of the Company. Our SEBI licensed funded 3.5 m USD PMS client with offices in Bangalore, Delhi and Chennai are looking for ambitious and enthusiastic, self driven PMS Sales Head / VP of PMS Sales. IF YOU DO NOT HAVE A SALES PMS BACKGROUND PLEASE DO NOT APPLY. Thank you. Key Responsibilities: - Client Acquisition: Identify, target, and acquire new High Net-Worth Individuals (HNI/UHNI) for PMS investments. - Relationship Management: Maintain strong relationships with existing clients, ensuring consistent engagement and retention. - Business Development: Build partnerships with financial intermediaries, wealth managers, and channel partners to drive PMS sales. - Advisory & Product Pitching: Present PMS products, investment philosophy, and performance to prospective clients with in-depth understanding. - Revenue Targets: Achieve monthly and annual sales targets for AUM (Assets Under Management) and client additions. IC role as well - should have achieved min 100 cr AUM - Market Intelligence: Track market trends, competitor offerings, and regulatory developments to identify new opportunities. - Cross-Selling: Collaborate with internal teams to offer comprehensive wealth solutions including AIFs, mutual funds, and other investment products. - Team management Key Skills & Competencies: - Strong knowledge of Portfolio Management Services (PMS) and other wealth products. - Excellent sales, presentation, and negotiation skills. - Ability to build and maintain trust-based client relationships. - Sound understanding of capital markets, asset classes, and investment strategies. - Proactive, self-driven, and target-oriented mindset. Why Join Us: - Work with a reputed investment management firm offering robust PMS strategies. - Exposure to elite clientele and sophisticated financial products. - Opportunity to grow within a merit-based, high-performance environment. Experience: min 10 years in reputed companies, managing teams + responsible for 100+ cr own contribution towards targets.

Bangalore

Head/Vice President - PMS Sales - Portfolio Management Services 

Job Description for Head/Vice President - PMS Sales - Portfolio Management Services  in Mithra HR Consulting in  Bangalore for (10-15) years of experience. Apply Now!