AIF Sales

6 days ago

Kolkata, West Bengal, India Neo Wealth Management Full time ₹ 1,50,000 - ₹ 28,00,000 per year

Role : AIF Sales/Fund Raising

About Neo Group:

Neo group is a new age, focused Asset Management and Financial Advisory Platform that aims at providing clients with transparent, cost-efficient and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Assisting in India's glorious aspiration on self-reliance and egalitarian prosperity is Neo's underlying goal, and we are proud to stand united in that journey We are building the next billion tech for the best wealth management platform and financial ecosystem.

Neo Asset Management (NAM) is part of Neo Group. NAM is asset manager for various investment funds being launched by Neo Group. NAM currently has an AUM of ~ Rs 15,000 crs across various funds and simultaneously is in the process of raising capital.

Summary:

We're looking for a dynamic Sales professional for Mumbai region who will be responsible for developing and executing the sales strategy in alignment with the company's overall goals. Incumbents role involves managing key client relationships and driving growth in assets under management (AUM) within the assigned region. The ideal candidate should have a deep understanding of the asset management industry, a proven track record in sales leadership, and strong regional market knowledge.

Job Responsibilities:

Sales Strategy & Execution:

  • Develop and implement a comprehensive sales strategy for the said regions to achieve AUM targets.
  • Identify and pursue new business opportunities, including expansion into new markets within the regio
  • Monitor market trends, competitive landscape, and client needs to adjust sales strategies accordingly

Client Relationship Management:

  • Develop and maintain strong relationships with key clients, including institutional investors, financial advisors, and high-net-worth individuals
  • Ensure high levels of client satisfaction through regular engagement and delivering value-added services

Revenue Growth & AUM Expansion:

  • Drive revenue growth by increasing sales of the companys asset management products and services
  • Focus on increasing AUM through strategic initiatives, including new client acquisition and cross-selling to existing clients

Reporting & Analysis:

  • Prepare regular sales reports, forecasts, and performance analyses for senior management
  • Use data-driven insights to make informed decisions and adjust strategies as needed

Compliance & Risk Management:

  • Ensure all sales activities are compliant with regulatory requirements and company policies
  • Work with the compliance team to stay updated on regulatory changes that may impact sales processes or client relationships

Academic Qualification and Experience:

  • Qualification Essential: MBA / CA / CFA
  • 3-5 years of experience in Asset Management or Financial Services Industry

Knowledge, Competency and Skills requirement:

  • Proven track record of achieving sales targets and driving revenue growth in the regional role
  • Strong leadership ad team management skills
  • Deep understanding of financial products, investment strategies, and asset management industry
  • Excellent in Communication, Negotiation and Interpersonal skills
  • Strategic thinker with strong analytical and problem-solving skill
  • Ability to build and maintain strong client relationships
  • Knowledge of regional market

  • Sales Advisor

    2 weeks ago

    Kolkata, West Bengal, India Panora Global Venture LLP Full time ₹ 25,000 - ₹ 3,00,000 per year

    We are seeking a motivated Financial Services Sales Advisor to join our team. The ideal candidate will have experience in financial products, including Mutual Funds, AIFs, Bonds, and Insurance. You will be responsible for building and maintaining client relationships, understanding client financial needs, and guiding them suitable investment solutions to...

  • Cluster Head-Investment Products Franchisee Kolkata

    2 weeks ago

    Kolkata, West Bengal, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Role & Responsibilities_Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through franchisee Channel. Engage with franchisee, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the franchisee...

  • Regional Head

    1 week ago

    Kolkata, West Bengal, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Achieve given AUM and Revenue targets Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for...

  • Wealth Manager

    2 weeks ago

    Kolkata, West Bengal, India Peoplemint Consultants Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Job Title: Wealth Manager Location- Kolkata Job Summary: We are seeking a dynamic and results-driven Wealth Manager to join our team in a leading stock broking organization. The ideal candidate will have a minimum of 2 years of relevant experience in wealth management and a strong understanding of financial products, especially Portfolio Management Services...

  • Cluster Head IFA Investment Products Kolkata

    2 weeks ago

    Kolkata, West Bengal, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Job Purpose Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different...

  • Senior Investment Counsellor

    2 weeks ago

    Kolkata, West Bengal, India Sharekhan Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Role & responsibilitiesOwnership of the Asset Gathering Target of the locationDriving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.Increasing AUM of the locationPenetration of existing client base for creating new investors in MF/Investments from existing client baseEnsuring better client...

  • Wealth Manager

    2 weeks ago

    Kolkata, West Bengal, India Recex Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Key ResponsibilitiesAcquire, manage, and grow a portfolio of HNI/UHNI clientsProvide personalized investment advice and cross sell products across asset classes including equities, mutual funds, PMS, AIFs, insurance, bonds, and other financial instruments (12+ investment products)Leverage your existing client relationships and network to onboard new...

  • Senior Business Development Executive

    2 weeks ago

    Kolkata, West Bengal, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    About our organization:We are a leader in the mid-market lending space, offering tailored debt solutions to mid-sized entities.Our Key Businesses:We have two main businesses: one is an NBFC regulated by RBI, which has disbursed USD 3 billion across 300+ enterprise borrowers and is rated A+ by CRISIL.The other business is a fund manager to fixed income...

  • Investment Counselor

    2 weeks ago

    Kolkata, West Bengal, India Indusind Bank Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Role & responsibilitiesDrive investment product business through mapped Relationship Managers across Mutual Funds, PMS, SGB, AIF etc.Educate clients about risk profile, asset allocation and potential risk-reward on the portfolios.Penetration of client base for creating new investors, as well as help improve investment Gross & Net Sales from existing client...

  • Training Professional

    2 weeks ago

    Kolkata, West Bengal, India beBeeTraining Full time ₹ 1,81,18,400 - ₹ 2,53,11,600

    Job Title: Training ProfessionalAbout the RoleWe are seeking a highly skilled Training Manager to lead our training initiatives and drive business growth.Key Responsibilities:Conduct thorough needs analysis for the sales team in collaboration with Business Heads.Identify skill gaps and recommend targeted training interventions.Develop an annual training plan...