Regional Manager - Portfolio Management Services

Regional Manager in a leading PMS (Native Telugu Speaker Preferred)

Salary: 25 LPA - 30 LPA

Description:

- The Regional Manager will be responsible for driving business development, distribution partnerships, and client acquisition. The role requires a strong understanding of capital markets, PMS & AIF products, and the HNI ecosystem.

Following are some of the responsibilities:

- Develop and execute the sales strategy for PMS and AIF products within the assigned geography.

- Build and manage relationships with Wealth Managers, IFAs, Private Bankers, Family Offices, and Direct HNI clients.

- Conduct regular presentations, product training sessions, and investment seminars for channel partners and clients.

- Identify new business opportunities, strategic alliances, and distribution networks.

- Work closely with the investment and product teams to provide market feedback and enhance offerings.

- Ensure sales targets, compliance standards, and reporting requirements are met consistently.

- Represent the firm at industry forums, partner events, and regional investor interactions.

- Willingness to travel extensively within geography

Skills & Qualifications:

- Graduate/Postgraduate in Finance, Business, or related field.

- Atleast 7 years of experience in investment product distribution (PMS/AIF/Mutual Funds/Wealth Management).

- Strong understanding of capital markets, portfolio strategies, and regulatory frameworks (SEBI guidelines).

- Proven track record in managing regional sales, client relationships, and distributor networks.

- Excellent communication, presentation, and interpersonal skills.