Banking Channel Sales For PMS Investment Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Gurugram District; Sur place; INR 1 000 000 - 1 500 000; Plein temps

Résumé du poste

Intellectual Capital HR Consulting Pvt. Ltd. is recruiting a Banking Channel Sales (PMS) specialist based in Mumbai to drive portfolio management services through strategic banking partnerships.

The role involves collaborating with relationship managers, wealth teams, and branch leaders to generate investment opportunities and acquire HNI clients. You will manage targets for AUM mobilization and revenue, conduct investor awareness programs, provide PMS product insights, and ensure compliance

Qualifications

• 4–10 years of experience in Wealth Management, PMS, Mutual Funds, Private Banking, or Financial Product Distribution.
• Strong experience in managing banking channels or wealth partnerships.
• Existing relationships with private banks, foreign banks, or leading domestic wealth franchises preferred.
• Excellent communication, presentation, and relationship management skills.
• Certifications such as NISM/AMFI are an added advantage.

Responsabilités

• Drive PMS sales through allocated banking channel partners across Mumbai.
• Build and strengthen relationships with Branch Managers, Wealth Managers, and Relationship Managers within partner banks.
• Conduct joint client meetings and investment discussions to acquire new HNI and UHNI customers.
• Achieve monthly, quarterly, and annual business targets in terms of AUM mobilization and revenue generation.
• Organize investor awareness programs, product presentations, and training sessions for banking channel teams.
• Ensure high engagement levels with channel partners to enhance product penetration and wallet share.
• Provide market insights, investment updates, and PMS product knowledge to channel stakeholders.
• Maintain compliance with internal policies and regulatory requirements while executing business activities.
• Track sales pipelines, closures, and channel productivity through regular reporting and reviews.

Connaissances

Channel Relationship Management

HNI Client Acquisition

Investment Product Sales

Business Development

Stakeholder Management

Negotiation

Market Knowledge

Formation

Finance/Management degree

Description du poste

Job Title: Banking Channel Sales (PMS)

Location: Mumbai

About the Company

Our client is a leading Portfolio Management Services (PMS) firm with an Assets Under Management (AUM) of over 3,000 Crores, catering to High-Net-Worth Individuals (HNIs) and Ultra-HNIs through differentiated investment solutions and strong wealth management expertise.

Role Summary

The Relationship Manager Banking Channel Sales will be responsible for driving PMS business through strategic banking partnerships across Mumbai. The incumbent will work closely with relationship managers, wealth teams, and branch leadership within partner banks to generate investment opportunities, acquire HNI clients, and achieve business targets.

Key Responsibilities

• Drive PMS sales through allocated banking channel partners across Mumbai.
• Build and strengthen relationships with Branch Managers, Wealth Managers, and Relationship Managers within partner banks.
• Conduct joint client meetings and investment discussions to acquire new HNI and UHNI customers.
• Achieve monthly, quarterly, and annual business targets in terms of AUM mobilization and revenue generation.
• Organize investor awareness programs, product presentations, and training sessions for banking channel teams.
• Ensure high engagement levels with channel partners to enhance product penetration and wallet share.
• Provide market insights, investment updates, and PMS product knowledge to channel stakeholders.
• Maintain compliance with internal policies and regulatory requirements while executing business activities.
• Track sales pipelines, closures, and channel productivity through regular reporting and reviews.

Desired Candidate Profile

• Graduate or Postgraduate in Finance, Management, Commerce, or related disciplines.
• 4-10 years of experience in Wealth Management, PMS, Mutual Funds, Private Banking, or Financial Product Distribution.
• Strong experience in managing banking channels or wealth partnerships.
• Existing relationships with private banks, foreign banks, or leading domestic wealth franchises will be preferred.
• Excellent communication, presentation, and relationship management skills.
• Strong understanding of investment products, capital markets, and HNI client requirements.
• Relevant certifications such as NISM/AMFI will be an added advantage.

Key Competencies

• Channel Relationship Management
• HNI Client Acquisition
• Investment Product Sales
• Business Development
• Stakeholder Management
• Negotiation & Influencing Skills
• Market & Investment Knowledge

Compensation

Competitive compensation structure comprising fixed salary, performance incentives, and growth opportunities with a rapidly growing investment management organization.