Head - Distribution - Investment Products

- This individual will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions.- The ideal candidate will have a thorough understanding of financial products such as PMS, AIF, bonds, mutual funds, and stock market offerings, including algo trading.- You will be tasked with building and leading a team that will deliver personalized financial services to UHNWIs while driving business growth.- This is a high-responsibility role with the opportunity to expand your client base and team, contributing directly to the company's success. Key Responsibilities:. Client Acquisition & Business Development:.- Drive the acquisition of UHNWIs and HNWIs, creating tailored wealth management strategies to meet their unique financial needs.- Promote and sell large portfolios, including PMS (Portfolio Management Services), AIF (Alternative Investment Funds), bonds, mutual funds, and other investment products.- Build relationships with clients, understand their financial goals, and position Findoc's offerings as optimal solutions to their needs.- Develop and execute a comprehensive sales strategy to expand the PCG business, leveraging personal networks, industry contacts, and market intelligence.- Manage the sales process for large-ticket AIF investments, offering expert guidance on portfolio construction and diversification. Client Relationship Management:.- Serve as the primary point of contact for UHNW clients, ensuring an exceptional experience across all touchpoints.- Provide timely and accurate solutions to client queries and concerns, ensuring high levels of client satisfaction and retention.- Regularly meet clients to review their portfolios, discuss market trends, and suggest adjustments based on evolving financial goals and market conditions.- Cross-sell a wide range of financial products (PMS, AIF, bonds, mutual funds, etc. ) to existing clients, maximizing business opportunities. Team Leadership & Expansion:.- Develop, mentor, and manage a high-performing team of relationship managers, client servicing professionals, and other staff members.- Foster a collaborative, client-centric team culture, ensuring each member delivers exceptional service and meets client expectations.- Actively recruit and onboard additional team members to expand the PCG desk and scale the business.- Set clear performance goals for team members and provide regular coaching and development opportunities. Investment Product Expertise:.- Maintain a deep understanding of various financial products such as PMS, AIFs, bonds, and mutual funds, and be able to communicate their features and benefits effectively to clients.- Stay updated with developments in the stock market, including trading strategies, new investment products, and regulatory changes.- Have hands-on experience with stock market trading, including an understanding of algorithmic trading, and leverage this knowledge to guide clients in structuring their investment portfolios.- Guide clients on risk management strategies, portfolio diversification, and wealth preservation techniques. Sales & Performance Metrics:.- Set and achieve sales targets for bringing in new business and expanding existing client portfolios.- Regularly track and report sales performance, client acquisition, and retention metrics to senior management.- Analyze market trends and competitor offerings to identify new business opportunities and growth areas.Experience:.- Minimum 8 years of experience in wealth management, financial product distribution, or stock market sales, with a focus on UHNWIs and HNWIs.- Proven track record in selling large portfolios, AIF tickets, and managing high-value relationships.- Expertise in various financial products such as PMS, AIF, bonds, mutual funds, and experience with stock market investments and algo trading.- Experience in both banking and broking environments, managing Premier Clients, will be highly preferred. (ref:iimjobs.com)