Sales Manager – Fund Investment
11 hours ago
Job Summary:
We are looking for a high-performing sales professional with a strong background in banking and investment product sales to promote Alternate Investment Funds (AIFs) and other high-value investment products. The candidate will be responsible for developing and managing relationships with HNI/UHNI clients, Family Offices, and Wealth Managers to drive investments and achieve growth targets.
Key Responsibilities:
- Identify, acquire, and manage HNI / UHNI clients and wealth partners for AIF investment opportunities.
- Present and position AIF products effectively to clients and relationship managers from the banking and financial ecosystem.
- Conduct client meetings, portfolio discussions, and investment presentations to educate and convince potential investors.
- Leverage prior banking relationships to generate qualified leads and new business.
- Collaborate with product, research, and compliance teams for smooth transaction execution and client onboarding.
- Maintain strong post-sales relationships to ensure repeat investments and referrals.
- Achieve assigned sales and AUM (Assets Under Management) targets consistently.
- Stay updated with market trends, regulatory guidelines (SEBI), and emerging AIF opportunities.
- Prepare periodic MIS reports, pipeline trackers, and performance dashboards for management review.
Job Type: Full-time
Pay: ₹30, ₹50,000.00 per month
Benefits:
- Cell phone reimbursement
- Leave encashment
- Paid sick time
- Paid time off
Work Location: In person
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