Financial Sales Representative for Alternative Investment Funds

18 hours ago


Delhi, Delhi, India Abakkus Asset Manager Private Limited Full time

**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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