Financial Sales Professional for Alternative Investments

1 day ago


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

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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