Job description

Experience: 5+ Years
Location: Pune and Ahmedabad

Roles and Responsibilities-

AUM Growth through Relationships:

• Build and maintain relationships with key partners like national distributors, banks, and direct clients to drive Assets Under Management (AUM) growth.
• Promotion & Brand Strategy:
• Plan and implement targeted promotional strategies to increase market penetration and brand visibility at both the investor and distributor levels.

Channel Strengthening & Training:

• Strengthen distribution channels by providing essential training, including technical and soft skills, to ensure effective outreach and support.

Operational Compliance:

• Ensure seamless branch operations with strict adherence to regulatory compliance.

Sales of PMS to HNIs:

• Sell Portfolio Management Services (PMS) products to High Net-Worth Individuals (HNIs) and provide investment advisory services across different segments, including banking, non-banking, institutional, and offshore investors.

Relationship Management with Intermediaries:

• Maintain relationships with key intermediaries (e.g., SCB, HDFC, Kotak Privy, Aditya Birla, etc.) and onboard/train Independent Financial Advisors (IFAs) to generate business across the region.

Mandatory NISM Courses:

NISM Series XXI-A: Portfolio Management Services (PMS) Distributors