We are looking for a Portfolio Management Services (PMS) Sales Head who will be responsible for acquiring and managing high-net-worth clients, marketing PMS offerings, and driving the growth of assets under management (AUM). The role requires excellent client relationship skills, deep knowledge of investment products, and the ability to communicate the value of PMS solutions to prospective clients.

Key responsibilities:

• Identify and develop new business opportunities by acquiring high-net-worth individuals (HNIs), family offices, and institutional clients interested in PMS offerings.

• Utilize personal networks, industry contacts, referrals, and lead generate on techniques to secure prospective clients.

• Attend industry events, conferences, and networking forums to promote PMS services and build a client pipeline.

• Develop and execute strategic sales plans to meet individual and team sales targets.

• Identify market segments and client demographics most likely to benefit from PMS offerings.

• Maintain and enhance long-term relationships with clients to generate repeat business and referrals.

• Provide ongoing service and support to ensure client satisfaction, addressing any concerns or questions about portfolio performance and market changes.

• Keep clients updated on portfolio performance, market developments, and any strategic changes recommended by the PMS team.

• Develop customized sales pitches that communicate the value of PMS offerings based on the financial goals and risk profiles of potential clients.

• Work closely with the portfolio management team to understand the investment strategies and performance of various portfolios.

Required Education, Skill Set & Knowledge:

• Graduate / Post graduate

• Experience in direct selling of PMS

• Should have good communication & presentation skills.

• Pleasing and positive attitude.

• Should be a self-starter, proactive & target oriented.

• Relationship building skills