Zonal Head - AIF & PMS Sales - Banking/Financial Services

Job Description:

To lead and scale the AIF & PMS business across the zone west by driving growth through distribution channels, building strong partner relationships, and delivering sustainable revenue growth while ensuring a superior investment experience for HNIs, Ultra HNIs, and Family Offices.

Key Responsibilities:

- Lead and drive AIF & PMS business growth across the zone through distribution channels, ensuring achievement of zonal revenue and AUM targets.

- Manage, mentor, and drive performance of the team; set clear targets, monitor productivity, and ensure consistent business delivery across territories.

- Act as a playing captain by directly managing and growing relationships with key strategic distributors and marquee partners within the zone.

- Develop and strengthen distribution relationships through continuous engagement, training programs, joint calls, and value-added initiatives.

- Achieve zonal sales targets and deepen AIF & PMS penetration across mapped geographies.

- Monitor market trends, competitor strategies, and investor behaviour to refine the zonal sales strategy and identify new growth opportunities.

- Ensure strict adherence to SEBI regulations and internal compliance / risk management guidelines across all sales activities within the zone.

- Collaborate with Product & Investments teams to support distributor engagement, product positioning, and new product launches.

Role Specific Competencies:

- Strong understanding of AIF, PMS, and alternate investments.

- Strong knowledge of wealth management & investment advisory practices.

- Ability to analyze market trends and investor behavior.

- Hands-on experience with sales analytics & CRM tools preferred.

Behavioral Competencies:

- Strong relationship-building and networking skills.

- Excellent communication & presentation skills.

- High levels of ownership and result orientation.

- Ability to influence & negotiate with key stakeholders.

Formal Qualifications / Prior Work Experience:

- Education: MBA/CA/CFA preferred.

- Experience: 15+ years of experience in sales & distribution of AIF, PMS, or similar investment products.

- NISM Series XXI - A is mandatory at the time of joining.