Financial Sales Professional for Alternative Investments
1 day ago
About the Role
We are seeking a dynamic and driven Financial Sales Specialist to expand and strengthen our distribution network through Independent Financial Advisors (IFAs) in India. The ideal candidate will play a key role in driving the sales of Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) products by building and nurturing relationships with IFAs and financial intermediaries.
Key Responsibilities
- Business Development:
- Identify and onboard new IFAs and financial intermediaries to expand the distribution network, generating leads for PMS and AIF products through existing and new relationships.
- Sales Execution:
- Achieve sales targets for PMS and AIF products, conducting 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, providing 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, educating IFAs and their teams on product benefits, investment strategies, and performance.
- Compliance and Reporting:
- Ensure adherence to regulatory guidelines and company policies, preparing and sharing regular sales and performance reports with senior management.
Qualifications & 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.
Mandatory Certification:
NISM Series XXI-A: Portfolio Management Services (PMS) Distributors
Salary and Benefits
The estimated annual salary for this position is ₹8 lakhs - ₹12 lakhs depending on experience. Abakkus Asset Manager Private Limited offers a comprehensive compensation package including bonuses, health insurance, and retirement plans.
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