Sales Manager - Portfolio Management Services

Crest Capital Management Private Limited; Dubai; On-site; AED 180,000 - 240,000; Full time

Job summary

A leading asset management firm in Dubai seeks a Sales Manager for PMS & AIF products. The successful candidate will drive client acquisition and enhance product distribution. Ideal applicants have 2-4 years in financial services sales and proven expertise in PMS or AIF. Strong presentation and communication skills are essential for success in this fast-paced environment.

Qualifications

• 2-4 years of experience in PMS or AIF sales.
• Proven track record of driving PMS or MF sales.
• Strong understanding of investment products and capital markets.
• Excellent communication and presentation skills.

Responsibilities

• Drive sales and market share of CREST’s PMS and AIF products.
• Conduct outreach and relationship-building initiatives.
• Attract B2C HNI and UHNI clients.
• Deliver product presentations and training sessions.

Skills

Client acquisition

Sales expertise

Relationship-building

Investment product knowledge

Negotiation skills

Job description

Overview

Job Title: Sales Manager - PMS & AIF

Work Type: Full-time

Function: Sales and Business Development

Team: Asset Management – PMS Sales

Summary: We are looking for dynamic PMS & AIF Sales professionals to drive the client acquisition, distribution and adoption of CREST’s PMS and AIF funds. The role involves acquiring UHNIs, HNIs, and Family Offices for CREST funds, expanding our network of distributors and wealth managers, and increasing product visibility through strategic engagement and training. The ideal candidate has deep expertise in PMS & AIF sales, excellent relationship-building skills, and thrives in a fast-paced, high-growth environment.

Role Overview: As a PMS & AIF Sales Manager at CREST Capital, you will be responsible for acquiring clients, driving the distribution, and market penetration of our Portfolio Management Service (PMS) and Alternate Investment Fund (AIF) across assigned geographies. The role demands a high-agency, client-first individual with a deep understanding of investment products, and a proven ability to grow direct and channel partnerships and drive product adoption in a competitive market.

Key Responsibilities

• Drive sales and market share of CREST’s PMS and AIF products across assigned channels and geographies.
• Conduct targeted outreach and relationship-building initiatives to enhance CREST’s visibility and mindshare.
• Attract B2C HNI and UHNI clients to invest in CREST PMS and AIF and foster B2B partnerships.
• Build, nurture, and expand distributor and wealth manager networks (IFAs, RIAs, MFDs, CAs, Merchant Banks, Legal firms).
• Deliver product presentations, training sessions, and investment knowledge workshops for both internal stakeholders and external partners.
• Collaborate with product, marketing, and investment teams to generate relevant content and sales enablers.
• Innovate and experiment with new approaches to improve PMS penetration and investor engagement.

Preferred Candidate Profile

• 2-4 years of experience in a PMS, AIF, AMC, leading bank, premier wealth management, mutual funds, or financial services sales.
• Proven track record of driving PMS or MF sales directly, through distributor, and advisory channels.
• An ideal candidate will have an existing book of clients they can engage on behalf of CREST.
• Strong understanding of investment products, capital markets, taxation, and wealth structures.
• Excellent communication, negotiation, and presentation skills.
• Self-motivated with a high-growth mindset and the ability to thrive in an entrepreneurial setup.
• Demonstrated ability to work collaboratively in a cross-functional team environment.
• Preference will be given to candidates with relevant NISM Series certifications, prior B2C and B2B sales experience, experience in Ultra HNI client engagement, and Sales experience in PMS, or AIF products.

About CREST

CREST is India's first new-age tech-enabled Asset Management Firm and Multi-Family Office built exclusively for the top 0.01% founders, executives, and value creators.

World Class Founding Team

Founders have built and managed more than USD 3B AUM across asset classes including alternatives, public markets, private equity, real estate, venture capital, startups and more; advised multiple Family Offices wealth of more than USD 5B; raised USD 2B from Institutions, Sovereign Wealth Funds, Pension Funds, and Fund of Funds across Europe, Asia, and North America. They have scaled multiple VC-backed ventures across geographies and multi-million dollar revenue using product and tech, and have raised multiple rounds from Series A to Series E in their previous roles.

Venture-Backed

Backed by one of the largest Asian Venture Capital Funds in the world, top 0.01% percentile investors from India, including the founders of top unicorns and listed companies.

Our Values

Building for the Long Term: We are setting up a firm which will be in the top 0.01% of the world’s top AMCs in the coming decade across asset classes. To do this, we want to work with the top 0.01% talent in every asset class we operate in. Only this way, we can together create a business that will last for decades to come and outlast us.

High Agency: We are looking for team members with a high ownership and high agency approach to work who bring their best-self to problems being solved every day. We believe in pushing ourselves and helping each other to do the best work of our lives. Learning and executing every day is how we achieve this.

High Growth: We believe in doing the right things for the client and growing fast. If Beta is the average of how the market performs, we want to have Alpha in everything we do, which reflects in the pace at which we are growing and will continue to grow. Always faster and better than the market.

Client First Fiduciary: We believe in the power of keeping clients at the centre of our universe. Our decision-making will always be 100% aligned with the client’s best interests. We are fiduciaries and custodians of the capital and trust of our clients.

Skills

• 2-4 years of experience in a PMS, AIF, AMC, leading bank, premier wealth management, mutual funds, or financial services sales.
• Proven track record of driving PMS or MF sales directly, through distributor, and advisory channels.
• An ideal candidate will have an existing book of clients they can engage on behalf of CREST.
• Strong understanding of investment products, capital markets, taxation, and wealth structures.