Head Sales- PMS

4 hours ago

Mumbai, Maharashtra, India Intellectual Capital Hr Consulting Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Job Title: Head - PMS Sales

Location: Mumbai

Reports To: Promoter

Job Summary:

The Head - PMS Sales will be responsible for driving the sales of Portfolio Management Services (PMS) products through B2B channels, including Wealth Managers, Private Client Groups (PCG), Banks, and Independent Financial Advisors (IFAs). The role requires a strategic mindset, strong relationship management, and expertise in investment sales to build and expand the distribution network.

Key Responsibilities:

Sales & Business Development:

  • Drive the sales of PMS products across various B2B distribution channels, including Wealth Managers, PCG, Banks, and IFAs.
  • Develop and execute a strategic sales plan to achieve revenue targets and business growth.
  • Onboard and build a strong IFA channel for effective distribution of PMS products.
  • Conduct regular training sessions, presentations, and knowledge-sharing forums to educate RMs/TLs across different distribution channels.
  • Organize and address team huddles, client events, and sales meetings to enhance engagement and drive business.
  • Identify and explore new business opportunities in the investment space to expand the product reach.

Relationship Management:

  • Build and maintain long-term relationships with key channel partners to drive sustainable sales growth.
  • Provide exceptional, customized service to channel partners, ensuring strong client engagement and satisfaction.
  • Work closely with senior leadership and internal teams to align sales strategies with business objectives.
  • Serve as a key point of contact for channel partners, addressing queries and ensuring smooth sales operations.

Strategic Planning & Market Analysis:

  • Work on both long-term and short-term business strategies to maximize profitability in alignment with organizational goals.
  • Analyze the latest market trends, competitor activities, and industry developments to refine sales and marketing strategies.
  • Provide valuable market insights and feedback to senior management for continuous improvement of sales strategies and investment offerings.
  • Ensure compliance with regulatory requirements and company policies while executing sales initiatives.

Key Skills & Qualifications:

  • Experience: 10-plus years of experience in PMS sales, wealth management, or investment product distribution.
  • Industry Knowledge: Strong understanding of PMS, AIF, and capital markets.
  • Sales Expertise: Proven track record in driving sales, managing high-net-worth relationships, and achieving business targets.
  • Communication Skills: Excellent presentation and interpersonal skills to effectively engage with channel partners and clients.
  • Analytical Skills: Ability to analyze market trends, competitor activities, and investment products for strategic decision-making.
  • Entrepreneurial Mindset: Self-starter with the ability to identify new business opportunities and drive sales independently.

  • Urgent Head Pms Operations

    2 weeks ago

    Mumbai, Maharashtra, India Talent Corner HR Services Pvt Ltd Full time

    Head PMS Operations : We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Head PMS Operations.8+ years of proven experience in PMS & AIF.We are looking for a highly experienced and detail-oriented Senior Manager – Operations (PMS & AIF) to lead and manage the end-to-end operations of our Portfolio Management Services...

  • Urgent Head PMS Operations

    2 weeks ago

    Mumbai, Maharashtra, India Talent Corner HR Services Pvt Ltd Full time

    Head PMS Operations : We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Head PMS Operations. 8+ years of proven experience in PMS & AIF. We are looking for a highly experienced and detail-oriented Senior Manager – Operations (PMS & AIF) to lead and manage the end-to-end operations of our Portfolio Management...

  • Urgent Head PMS Operations

    2 weeks ago

    Mumbai, Maharashtra, India Talent Corner HR Services Pvt Ltd Full time

    Head PMS Operations :We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Head PMS Operations.8+ years of proven experience in PMS & AIF.We are looking for a highly experienced and detail-oriented Senior Manager – Operations (PMS & AIF) to lead and manage the end-to-end operations of our Portfolio Management Services...

  • PMS Generalist – Marine PMS

    4 weeks ago

    Mumbai, Maharashtra, India Norsetech Group Full time

    PMS Generalist – Marine PMS & Database SpecialistLocation: Mumbai, India (Head Office) | Work with Global ClientsAbout Norsetech GroupNorsetech Group is a leading maritime technology and services provider, specializing in Planned Maintenance Systems (PMS), vessel database development, spares digitization, and technical documentation management. We partner...

  • PMS Generalist – Marine PMS

    4 weeks ago

    Mumbai, Maharashtra, India Norsetech Group Full time

    PMS Generalist – Marine PMS & Database Specialist Location: Mumbai, India (Head Office) | Work with Global Clients About Norsetech Group Norsetech Group is a leading maritime technology and services provider, specializing in Planned Maintenance Systems (PMS) , vessel database development, spares digitization, and technical documentation management. We...

  • Head- PMS Operations

    2 days ago

    Mumbai, Maharashtra, India Talent Corner Hr Services Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    -Fund A/c & Price/NAV Updation -Bank & Demat Reconciliation-PMS Clients Trade Working-MF Redemption for Client-Broker Ledger Reconciliation-Performance Calculation-SEBI Reporting-MIS-Month/Year Closure entry-Audit handling-Client Queries Required Candidate profile• 7-8 yrs of relevant exp in PMS & AIF• Wealth Mngt exp preferred• MBA or BCom with good...

  • AVP/VP - PMS Sales

    2 days ago

    Mumbai, Maharashtra, India Crest Capital Management Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Responsibilities:* Manage HNIs through portfolio management services* Lead AIF sales strategy for PMS products* Drive HNI acquisitions & client handling

  • Head of Distribution

    7 days ago

    Mumbai, Maharashtra, India Intellectual Capital HR Consulting Pvt. Ltd. Full time ₹ 15,00,000 - ₹ 60,00,000 per year

    Role OverviewTheHead of Sales & Distributionwill spearhead sales and distribution strategy forin-house investment products (PMS, AIF, Quant Strategies)andexternal third-party productsacross multiple wealth segments. This is a leadership role, pivotal to scaling presence and building long-term client partnerships across HNIs, Family Offices, and...

  • Sales head

    2 weeks ago

    Mumbai, Maharashtra, India Lineproof Engineering Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Sales HeadAre you a driven sales leader with a passion for industrial / engineering products? Lineproof Engineering is looking for a Head of Sales to take charge of our sales strategy and drive growth in our mechanical seals, rotary joints/unions, bearing isolators, rubber & diaphragm products business.About LineproofLineproof Engineering is a trusted...

  • Regional Sales Head

    3 days ago

    Mumbai, Maharashtra, India Union Living Full time ₹ 9,60,000 - ₹ 14,40,000 per year

    Job Title: Regional Head – SalesLocation: Mumbai (Head Office: Chembur / Thane)Type: Full-TimeCTC: ₹8–12 LPA Performance-Based IncentivesReports To: Founder's OfficeWebsite: www.unionliving.inAbout Union LivingUnion Living is India's most trusted co-living brand, creating thoughtfully serviced accommodations for students and young professionals. With...