Executive Leader for Investment Product Growth

16 hours ago


Thāne, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Job Title:

Head of Distribution – Investment Products PMS/AIF


Job Description:

We are seeking a seasoned executive to spearhead our distribution efforts for investment products. This role involves driving growth, building relationships, and leading a high-performing team.


Key Responsibilities:
  • Develop and execute a comprehensive sales strategy to expand our business in the investment products space.
  • Promote and sell large portfolios, including PMS (Portfolio Management Services), AIF (Alternative Investment Funds), bonds, mutual funds, and other investment products.
  • Build and maintain strong relationships with clients, understanding their financial goals and positioning our offerings as optimal solutions.
  • Manage the sales process for large-ticket AIF investments, offering expert guidance on portfolio construction and diversification.

Required Skills and Qualifications:
  • 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.
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.

Benefits:
  • Opportunity to build a high-performing team and drive business growth.
  • Challenging role with opportunities for professional development and advancement.
  • Competitive compensation package and benefits.

Others:
  • Achieve exceptional results in a dynamic and fast-paced environment.
  • Collaborate with cross-functional teams to drive business objectives.
  • Maintain a deep understanding of various financial products and communicate effectively with clients.


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