Business Head Investment Solutions & Distribution

Phillipcapital; Dadri, Gurugram District, Delhi; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Phillipcapital in India is seeking a high-caliber Business Development professional to drive sales across PMS, investment advisory, and a range of investment products. You will join client meetings, tailor solutions, and close deals while expanding high-net-worth relationships and strengthening the distribution network.

The role requires a proven sales track record, strong product knowledge across PMS, AIFs, and mutual funds, and the ability to development and mentor a sales team within

Qualifications

• Graduate/postgraduate with experience in AUM management and investment advisory.
• Experience in PMS, AIFs, mutual funds, broking, or financial product distribution.
• Preferably below 35 years of age.
• Proven track record of achieving sales targets and closing high-value investments.
• Strong understanding of multiple investment products and global investment solutions.
• Well-networked in the market to develop HNI/UHNI relationships.
• Strong client-facing, negotiation, presentation, and closing skills.
• Stable employment history with at least four years continuity in last 2 assignments.

Responsibilities

• Generate and achieve individual sales targets across PMS, Investment Advisory, Research, AIFs, Global Investment Products, Fixed Income, Mutual Funds and other investment solutions.
• Join Relationship Managers and sales executives in client meetings, understand client requirements, recommend suitable solutions and drive opportunities through to closure.
• Develop HNI, UHNI, affluent investor, corporate treasury, family office and other relevant client segments within the allocated geography.
• Identify, hire and develop Sales Executives, Relationship Managers and Senior Managers to strengthen the local sales and distribution network.
• Train and mentor team members on product positioning, client engagement, objection handling, cross-selling and closing techniques.
• Leverage existing professional relationships and build new referral networks to expand the distribution of investment products and services.
• Drive business acquisition, client assets, product penetration, cross-selling and sustainable revenue growth.
• Build long-term relationships with investors and ensure needs-based, suitable product recommendations in accordance with applicable regulatory requirements.

Skills

Sales target achievement

Client relationship

Investment product knowledge

Negotiation

Leadership

Education

Graduate or Postgraduate

Job description

Role & responsibilities

Key Responsibilities

• Individual Business Development: Generate and achieve individual sales targets across PMS, Investment Advisory, Research, AIFs, Global Investment Products, Fixed Income, Mutual Funds and other investment solutions.
• Deal Closure & Sales Support: Join Relationship Managers and sales executives in client meetings, understand client requirements, recommend suitable solutions and drive opportunities through to closure.
• Territory Penetration: Develop HNI, UHNI, affluent investor, corporate treasury, family office and other relevant client segments within the allocated geography.
• Team Development: Identify, hire and develop Sales Executives, Relationship Managers and Senior Managers to strengthen the local sales and distribution network.
• Sales Coaching: Train and mentor team members on product positioning, client engagement, objection handling, cross-selling and closing techniques.
• Network Expansion: Leverage existing professional relationships and build new referral networks to expand the distribution of investment products and services.
• Revenue & AUM Growth: Drive business acquisition, client assets, product penetration, cross-selling and sustainable revenue growth.
• Client Relationship Management: Build long-term relationships with investors and ensure needs-based, suitable product recommendations in accordance with applicable regulatory requirements.

Candidate Profile

• Graduate/postgraduate with 68+ years of relevant experience in AUM management, investment advisory, PMS, AIFs, mutual funds, broking or financial product distribution.
• Preferably below 35 years of age.
• Demonstrated track record of achieving individual sales targets and closing high-value investment business.
• Strong understanding of multiple investment products, including PMS, AIFs, fixed income, mutual funds and global investment solutions.
• Well-networked within the allocated market, with the ability to develop HNI/UHNI relationships and build a productive sales team.
• Strong client-facing, negotiation, presentation and business-closing skills.
• A stable employment history, with at least four years of continuity in any of the last 2 assignments.
• Entrepreneurial mindset, high ownership, market knowledge and the ability to deliver individual as well as team business targets.