Channel Sales – PMS & AIF Distribution

Intellectual Capital HR Consulting Pvt. Ltd.; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. seeks a dynamic Channel Sales professional to grow PMS distribution across Mumbai and surrounding markets, building relationships with Wealth Counters, IFAs, MFDs, National Distributors, and other wealth partners.

You will drive product penetration, mobilize AUM, conduct partner meetings, investor awareness programs, and ensure regulatory compliance while meeting monthly, quarterly, and annual targets.

Qualifications

• 4–12 years of experience in Channel Sales within Wealth Management, Asset Management, PMS, Mutual Funds, AIF, or Financial Services.
• Strong network among IFAs, MFDs, Wealth Counters, National Distributors, and private wealth ecosystems in Mumbai.
• Proven track record of achieving business and AUM targets.
• Excellent relationship management, communication, and presentation skills.
• Understanding of PMS products, capital markets, and investment solutions is preferred.
• NISM certifications would be an added advantage.

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.

Skills

Channel Sales

Wealth Management

Asset Management

PMS

IFAs

MFDs

National Distributors

Education

Graduate/Postgraduate

MBA/PGDM in Finance or Marketing

Job description

Job Description – Channel Sales – PMS Distribution

Company:

Leading Portfolio Management Services (PMS) Firm with ₹3,000+ Crores AUM

About the Company

Our client is a leading Portfolio Management Services (PMS) organization managing over ₹3,000 Crores in Assets Under Management (AUM). The firm is known for its robust investment philosophy, strong performance track record, and a growing distribution footprint across 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.

Desired Candidate Profile

• 4–12 years of experience in Channel Sales within Wealth Management, Asset Management, PMS, Mutual Funds, AIF, or Financial Services.
• Strong network among IFAs, MFDs, Wealth Counters, National Distributors, and private wealth ecosystems in Mumbai.
• Proven track record of achieving business and AUM targets.
• Excellent relationship management, communication, and presentation skills.
• Understanding of PMS products, capital markets, and investment solutions is preferred.
• NISM certifications would be an added advantage.

Educational Qualification

• Graduate/Postgraduate in any discipline.
• MBA/PGDM in Finance or Marketing preferred.

Compensation

Best in industry and aligned with the candidate's experience and business delivery capabilities.