Head/Vice President - PMS Sales - Portfolio Management Services

This role is B2C only

Experience : 10 - 12 years

Salary Offered : 25L +

Location : Bangalore (having an experience in Bangalore for about 10 yrs)

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.