Financial Sales Representative for Alternative Investment Funds
18 hours ago
**Job Summary:**
Abakkus Asset Manager Private Limited is seeking a dynamic and driven IFA Sales Specialist to expand and strengthen our distribution network through Independent Financial Advisors (IFAs).
**Key Responsibilities:
- Business Development:
* Identify and onboard new IFAs and financial intermediaries to expand the distribution network.
* Generate leads for PMS and AIF products through existing and new relationships.
- Sales Execution:
* Achieve sales targets for PMS and AIF products.
* Conduct client meetings, presentations, and portfolio reviews with IFAs and their clients.
- Relationship Management:
* Build and maintain strong relationships with IFAs, wealth managers, and distribution partners.
* Provide timely support and product insights to ensure client satisfaction.
- Product Expertise:
* Act as a subject matter expert on PMS and AIF offerings, staying updated on market trends and product features.
* Educate IFAs and their teams on product benefits, investment strategies, and performance.
- Compliance and Reporting:
* Ensure adherence to regulatory guidelines and company policies.
* Prepare and share regular sales and performance reports with senior management.
**Requirements & Skills:**
- Experience: 3-7 years in sales or business development, preferably in wealth management, PMS, AIF, or mutual fund distribution.
- Education: Bachelor's degree in finance, Business Administration, or a related field. MBA or CFA is a plus.
- Skills:
- Strong understanding of investment products, particularly PMS and AIF.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to work independently and manage multiple stakeholders.
- Proven track record of achieving sales targets.
**Estimated Salary Range:** ₹60 Lakhs - ₹90 Lakhs per annum, depending on experience.
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