Vice President - Sales - Portfolio Management Services

Vice President - Sales - Portfolio Management Services

Roles & Responsibilities include:

Sales Strategy Development:

- Develop and implement a comprehensive sales strategy for PMS, aligning with company objectives and market opportunities.

- Identify target market segments, key clients, and growth opportunities to prioritize sales efforts.

- Set achievable sales targets and develop plans to achieve them.

- Continuously analyze market trends, competitor activities, and customer feedback to refine sales strategies and tactics.

- Client Acquisition and Relationship Management:

- Build and maintain strong relationships with key clients, understanding their needs and delivering customized solutions.

- Arranging prospective clients, distributors, and wealth manager meetings with Fund Managers and the management team.

- Collaborate with internal teams to develop compelling sales materials, presentations, and proposals.

- Ensure timely and effective resolution of client inquiries, issues, and concerns to maintain high levels of customer satisfaction and retention.

Business Development and Market Expansion:

- Identify and pursue new business opportunities, partnerships, and distribution channels to expand the company's market presence and revenue streams.

- Develop and nurture relationships with industry stakeholders, wealth managers, and IFAs to generate referrals and leads.

- Monitor and analyze sales performance, market trends, and customer feedback to identify areas for improvement and innovation.

Identify and Performance Monitoring and Reporting:

- Establish key performance indicators (KPIs) and metrics to track sales performance, pipeline growth, and revenue targets.

- Generate regular reports and dashboards to communicate sales results, trends, and forecasts to management.

- Present findings, insights, and recommendations to management for strategic decision-making and resource allocation.