Portfolio Manager - AIF/PMS

Position Title : RM - Alternate Products

Department : Sales

Reports to : Zonal Head

About Role : The incumbent shall be responsible to drive sales/activation of Alternate products to HNIs/UHNIs across Channels.

Key Responsibilities :

- Achievement of Gross Sales, Net Sales assigned in allotted geographic territory majorly for AIF products across channels.

- Activate clients and increase productivity in terms of no. of applications and volume.

- Enhance and upgrade the Client Net worth relationships.

- Identify prospective clients and build relationship for selling the products of the AMC.

- Engage with the mapped relationships as per coverage plan, to build strong relationship and recall for the brand.

- Acquisition & Servicing of HNI/UHNI customers.

- Travel (if need be) within the zone to build tie ups and generate alternates business.

- Sales of Alternate Products across channels.

- Product champion for the zone, and flag bearer of alternates within the zone.

- Adhere to the defined sales process and reporting requirements.

- Use internal and external data for sharper focus and market intelligence.

- Read and update knowledge on regular basis to be able to articulate the fund house views and positioning of the product.

- Liaise with sales-support, investor services and other internal departments, and to ensure timely and quality response to distributors for various requirements.

- Ensures that external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements.

- Represents the company in the allotted area and will strive to ensure that the company's image is always upheld and projected in the appropriate manner.

- Any other Job as assigned by the management from time to time

Behavioral Competencies :

- Effective Interpersonal skills

- Strong Communication skills

- Adaptability

- Effective Relationship building

Role Specific Competencies :

- Effective networking skill

- Self-Starter and Ability to work on multiple tasks simultaneously

- Quick learning Ability

- Always updated with latest information on products

- Strong memory to recall product information

- Ability to gauge the client's interest and orientation, and to pitch for suitable products

- Keen interest in markets

- Ability to come up with insightful information during the client discussion

Minimum Qualification : Graduate/Postgraduate in Finance