Job Description

Role & responsibilities Ensure effective and smooth relationships with assigned distributors/clients in the region to drive consistent business growth. Responsible for prospecting and selling AIF & PMS products to High Net Worth Individuals (HNIs) through direct sales efforts and third-party distributors. Develop strong distribution relationships through continuous engagement, training programs, and value-added initiatives. Drive business through consultative engagement with Branch Managers, Senior RMs, and Regional Heads to enhance distributor participation. Achieve sales targets, increase market share, and drive AIF & PMS penetration in assigned territories. Monitor market trends, competitor strategies, and investor behavior to refine sales approach and identify new opportunities. Actively generate new sales while strengthening existing client relationships. Ensure compliance with SEBI regulations and internal risk management guidelines in all sales and marketing activities Preferred candidate profile Strong understanding of AIF, PMS, and alternate investments NISM Series XXI - A is mandatory at the time of joining 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 Strong relationship-building and networking skills Excellent communication & presentation skills High levels of ownership and result orientation Ability to influence & negotiate with key stakeholders