Manager/Senior Manager - Sales - Portfolio Management Services

Our SEBI registered PMS client with offices in Bangalore, Delhi and Chennai are looking for ambitious and enthusiastic, self driven PMS Sales.

(2 positions open in each city currently)

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.

- 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.

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.

Years of Experience- 3 to 5 years

Locations- Mumbai, Delhi, Chennai, Bangalore

2 per location