PMS & AIF Sales - Kolkata for Investment Management Firm

Intellectual Capital HR Consulting Pvt. Ltd. · India

Role Summary

We are seeking a dynamic and result-oriented Channel Sales professional to drive business growth through Wealth Counters, Independent Financial Advisors (IFAs), Mutual Fund Distributors (MFDs), National Distributors (NDs), and other wealth distribution partners across Mumbai and surrounding markets.

The incumbent will be responsible for building strong relationships with channel partners, driving product penetration, and achieving AUM mobilization targets for the PMS business.

Key Responsibilities

• Develop and manage relationships with Wealth Counters, IFAs, MFDs, National Distributors, and other third-party distribution channels.
• Drive sales and AUM mobilization for the PMS offerings across assigned territories.
• Conduct regular partner meetings, investor awareness programs, and product presentations.
• Identify and onboard new distribution partners to expand market reach.
• Work closely with investment and product teams to effectively position PMS solutions to channel partners and end investors.
• Ensure high levels of engagement and activation among existing partners.
• Monitor market trends, competitor activities, and investor preferences to develop effective sales strategies.
• Achieve monthly, quarterly, and annual business targets.
• Maintain strong compliance and regulatory adherence in all distribution activities.