Investment Product Distribution Specialist

16 hours ago


Malappuram, Kerala, India beBeeDistributionLeader Full time ₹ 30,00,000 - ₹ 50,00,000
Job Title: Head of Distribution – Investment Products PMS/AIF

About the Role:
We are seeking an experienced professional to lead our distribution efforts for investment products such as PMS and AIF. The successful candidate will have a strong track record in sales and business development, with a focus on high-net-worth individuals and ultra-high-net-worth individuals.

Responsibilities:
  • Drive the acquisition of new clients and expand existing relationships.
  • Promote and sell large portfolios, including PMS and AIF tickets.
  • Build relationships with clients, understand their financial goals, and position our offerings as optimal solutions to their needs.
  • Develop and execute a comprehensive sales strategy to expand our business, leveraging personal networks, industry contacts, and market intelligence.

Requirements:
  • 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.

Skills & Competencies:
  • Strong sales and business development skills, with a proven ability to build relationships and drive revenue.
  • In-depth knowledge of wealth management products, investment strategies, and market dynamics.
  • Hands-on experience with stock market trading and understanding of algorithmic trading strategies.


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