Vice President

3 weeks ago


Mumbai, Maharashtra, India iimjobs Full time
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 decisionmaking and resource allocation.


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