Description

Drive distribution initiatives and manage relationships with key PMS, AIF, and large-ticket investment product distributors across India.

Responsibilities

• Plan and implement distribution strategies through existing and new regional relationships.
• Acquire investors within the INR 50 Lakhs to INR 5 Cr and above segment.
• Manage new distributor empanelment to increase market share and visibility.
• Conduct joint calls with distributor RMs and assist with documentation in competitive markets.
• Liaise with investment, operations, and customer service teams to ensure seamless investor onboarding and query resolution.

Required Skills

• 5+ years of experience in Institutional Sales, Retail Sales (IFA/ND Channel), Wealth Management, or AIF/PMS sales.
• Proven track record in B2B sales within the financial services sector.
• Deep understanding of PMS and AIF business models and processes.
• Strong network of active IFAs across India.
• Ability to work in an individual contributor role.
• Experience managing investor onboarding and KYC regulatory requirements.
• Excellent written and verbal communication and presentation skills.

Preferred Skills

• MBA with a specialization in Finance from a reputed institution.
• Bachelor’s degree in Commerce.
• Active NISM V A certification.

Key Skills

Education

Bachelor’s Degree