Chief Sales Officer

2 days ago


Mumbai, Maharashtra, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

**Job Title:** Chief Sales Officer

We are seeking a seasoned and results-driven Chief Sales Officer to spearhead the growth of our Portfolio Management Services (PMS) and Alternative Investment Fund (AIF) products across various B2B channels.

The ideal candidate will have a proven track record in financial product sales, exceptional relationship management skills, and the ability to develop and execute sales strategies aligned with organizational objectives.

Main Responsibilities:

  • Lead the sales efforts for PMS and AIF products across Wealth Management, Private Client Groups (PCG), Banks, and Independent Financial Advisor (IFA) channels.
  • Develop and maintain strong relationships with channel partners by delivering exceptional service and tailored solutions.
  • Build and expand the IFA channel, ensuring comprehensive market penetration and enhanced distribution capabilities.
  • Communicate the firm's investment strategies and product offerings effectively to relationship managers and team leaders within partner organizations.
  • Organize and lead team huddles, training sessions, and client events to boost sales engagement and brand visibility.
  • Monitor and analyze market trends and competitor activities to provide actionable insights and optimize sales strategies.
  • Collaborate with internal teams to ensure smooth delivery, operational excellence, and client satisfaction.
  • Achieve both short-term targets and long-term business growth objectives while adhering to high standards of quality and compliance.

Desired Candidate Profile:

  • Strong experience in financial services, particularly in the distribution of PMS, AIF, or related investment products.
  • Proven ability to manage B2B channels and build long-lasting relationships with Wealth Managers, RMs, and IFAs.
  • Excellent communication, presentation, and interpersonal skills.
  • Strategic thinker with the ability to drive business objectives and navigate competitive landscapes.
  • Self-motivated, results-driven, and adept at working in a fast-paced environment.

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