Specialist - Sales - PMS & AIF

Location: Pune | Kolkata| Delhi

Department: Sales & Distribution

Reports To: National Sales Head

Overview

- We are seeking an accomplished and trustworthy professional to lead sales for our Alternate Investment Funds (AIF) and Portfolio Management Services (PMS) in the location. The role demands a leader who upholds the highest standards of integrity, transparency, and work ethics while driving business growth through strong relationships with key distribution partners such as IFAs, wealth management firms, private banks, and family offices.

Key Responsibilities

- Develop and execute sales strategies to achieve AIF and PMS targets within the assigned territory.

- Build, manage, and nurture strong relationships with Independent Financial Advisors (IFAs), wealth management desks, private banks, and other distribution partners.

- Identify new business opportunities and expand the partner network across the region.

- Conduct product presentations, training sessions, and investor awareness programs to enhance partner engagement and sales effectiveness.

- Work closely with the product, research, and marketing teams to support sales initiatives and sharpen the value proposition.

- Monitor competitor activity, market trends, and regulatory developments to adapt sales approaches accordingly.

- Ensure compliance with all regulatory and organizational guidelines in sales and client engagement processes.

Desired Candidate Profile

- Graduate/Postgraduate, preferably with an MBA or equivalent qualification in finance or marketing.

- Experience in sales within the asset management industry, with a focus on AIFs, PMS, or other investment products.

- Strong existing relationships with IFAs, wealth managers, banks, and distribution partners in the region.

- Excellent communication, presentation, and negotiation skills.

- High degree of self-motivation, entrepreneurial drive, and market awareness.