Assistant Vice President - Portfolio Management Services/Alternative Investment Funds Sales - CA/CFA (8-10 yrs)

AVP- PMS/ AIF Sales

Key Result Areas:

- Achieving sales targets for the firm's PMS& AIF Products in B2b channels across Wealth, PCG, Bank and IFA Channels.

- Empaneling Regional Distributors, RIAs and IFAs in mapped geography.

- Ability to understand the company's Investment approach and product suite and communicate effectively with RM's/ TL across various distribution channels.

- Ability to organize and address team huddles and client events across channels for driving sales.

- Developing and maintaining relationships with Channel partners by providing them exceptional sales support individualized customer service.

- Working on the long term & short-term business directions to ensure maximum profitability in line with organizational objectives.

- Analyzing latest marketing trends and tracking competitors' activities and providing valuable inputs for fine tuning sales and marketing strategies.

- Continuously work towards brand building.

Experience and Behavioral Competencies required:

- 8+ years in the asset management industry, selling PMS/AIF/Alternate products.

- Strong knowledge of market participants and existing relationships with RMs of channel partners/distributors especially from PCG, private wealth, private bank, large RIAs and MFDs.

- High achievement orientation towards the business targets and goals set.

- Highly motivated self-starter with an entrepreneurial mindset.

- Strong Communication skills.

- Good negotiation skills

- Keenness to take on new challenges.

Scholastics Required:

- Post-Graduation From a reputed College / CA/CFA/MBA(Finance).